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Client relationship partner @ Yes Bank

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 Client relationship partner

Job Description

Dear Candidate,

Greetings from Yes Bank !!

We are presently looking out for candidates with Current account & Saving Account sales experience.

Interested Candidates kindly visit below address

Venue:.5, Devi Chit Fund Complex, Ground Floor, 315, Junction Main Rd, Salem, Tamil Nadu 636004

Walkin date: 11th and 12th March

Walkin Time: 10:00 A.M. Onwards

Contact person: Maria Arunesh (Cluster Sales Leader)

Contact Number: 8056948***

JOB DESCRIPTION

KEY RESPONSIBILITIES/ ACCOUNTABILITIES

  • Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
  • Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants.
  • Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs).
  • Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
  • Maintaining good relationship with the customers.
  • Complete adherence to Yes Personality guidelines.
  • Compliant towards KYC and all operational risk.
  • Comply with Banks policies and processes.
  • Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns.
  • Ensure safety and security of Bank and customer's assets.
  • Ensure timely submission of MIS reports.
  • Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants .
  • Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs).
  • Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products.
  • Maintaining good relationship with the customers .

Education:

  • Graduation (Post Graduate preferred)
  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Past Experience:0 - 5 years work experience in Banking & Financial Services Organizations

Other Aspects / Skills:-

  • Good written and verbal communication skills.
  • Fully conversant with MS Office.
  • Excellent networking & interpersonal skills.
  • Sensitive to issues of confidentially and compliance.
  • Market knowledge of Retail Banking or Consumer Banking or Branch Banking .
  • Knowledge of regulatory guidelines.

Thanks & Regards

Rajesh

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Client relationship partner

Contact Details:

Company: Yes Bank
Location(s): Salem

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₹ 1.5 - 2.5 Lakh/Yr

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Yes Bank

YES BANK is India's fifth largest private sector Bank, founded by Rana Kapoor in 2004. Yes Bank is the only Greenfield Bank licence awarded by the RBI in the last two decades