Client Relationship Partner Jobs in Kollam at Yes Bank

Last Updated: Apr 02, 2021 05:10 IST

JOB DETAILS

Company Name
Yes Bank
Job title
Client Relationship Partner
Role
Full Time Job
Education
Location
Experience
0-5 Years
Salary
Not Mentioned

Job Profile


Job Description :
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 Bank's 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 Qualifications :
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

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OTHER DETAILS

Key skills
Industry
Banking/ Accounting/ Financial Services
Summary
Job Description : 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
Last Date
2021-05-30

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