Branch Service Partner

Last Updated: 23 September 2020


Company Name
Yes Bank
Job title
Branch Service Partner
1-4 Years
Not Mentioned

Job Profile

Job Description :

Core Responsibilities
Account Opening & Maintenance:
  • Processes account opening, account maintenance & account closure related formalities as per YBL process
  • Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
  • Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
  • Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required
  • Maintains strict vigilance on the quality of forms and documentation provided
  • Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.

  • Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer.
  • Addresses and resolves all transaction related enquiries
  • Ensures strong monitoring of all transactions

Service & Quality:
  • Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency
  • Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
  • Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
  • Ensuring collection of CSS forms on periodic basis and sent to NOC.
  • Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.

Audit & Compliance:
  • follows all process, policies as per guidelines & audit rating of the branch
  • Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
  • Attends to any audit findings and resolves them immediately as applicable

  • Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
  • Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.
  • Manages Local Vendors /agency relationships to ensure smooth execution of transaction
  • Completes Branch upkeep & maintenance and control over the cost

Self-Management Responsibilities
  • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
  • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
  • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
  • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities
  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Qualifications :


Minimum Qualifications
  • Bachelors degree

  • Professional Certifications
  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

  • Language Skills
  • Written and spoken English is essential


    Years of Experience
  • A minimum of 1 year of relevant experience

  • Nature of
  • Prior experience in BFSI Sector

  • Apply to More than 1000+ new jobs in your city


    Key skills
    Banking/ Accounting/ Financial Services
    Job Description :Core ResponsibilitiesAccount Opening & Maintenance: * Processes account opening, account maintenance & account closure related formalities as per YBL process * Handles customers enquiries and instructions, whilst ensuring
    Last Date
    Alert : FreshersLIVE Employees will not call any candidates towards Job Offer or Job assistance. FreshersLIVE will never charge any candidates for Jobs. Please be aware of fraudulent calls or emails. Please write to [email protected] for any assistance.

    Apply Various Job Roles on

    Job Role Apply Link
    Software Software Jobs 2020 (36408 Vacancies)
    Programmer Programmer Jobs 2020 (33511 Vacancies)
    Trainee Trainee Jobs 2020 (19735 Vacancies)
    Constable Constable Jobs 2020 (14413 Vacancies)
    Assistant Assistant Jobs 2020 (11028 Vacancies)
    Customer Service Executive Customer Service Executive Jobs 2020 (5987 Vacancies)
    Office Assistant Office Assistant Jobs 2020 (4655 Vacancies)
    Officer Officer Jobs 2020 (4573 Vacancies)
    Volunteer Volunteer Jobs 2020 (4073 Vacancies)
    Clerk Clerk Jobs 2020 (3860 Vacancies)
    Team Leader Team Leader Jobs 2020 (3482 Vacancies)
    Designer Designer Jobs 2020 (2996 Vacancies)
    Application Engineer Application Engineer Jobs 2020 (2861 Vacancies)
    Sales Sales Jobs 2020 (2707 Vacancies)
    Medical Officer Medical Officer Jobs 2020 (2108 Vacancies)
    Manager Manager Jobs 2020 (2031 Vacancies)
    Engineer Engineer Jobs 2020 (1883 Vacancies)
    Assistant Teacher Assistant Teacher Jobs 2020 (1709 Vacancies)
    Software Developer Software Developer Jobs 2020 (1624 Vacancies)
    Ayurvedic Medical Officer Ayurvedic Medical Officer Jobs 2020 (1502 Vacancies)
    View More Jobs By Role (1 lakh + vacancies) has taken maximum steps to ensure that the job posting is genuine. This Job posting was made by the company/recruiter directly and exclusively on If the recruiter is charging any Fees from the job seekers, please write to us at [email protected] / [email protected].