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Client Relationship Partner

 yes bank ltd

  • 2 - 7 years
  • Pune
  • Applicants: 0
  • Views: 82
  • Posted: 19 12 2019
  • Full Time

Job Details

Experience: 2 - 7 years

Qualification: Any graduate(Any)

Salary Offered: Not Disclosed

Functional Area: Banking / Insurance / Financial Services

Industry: Banking / Financial Services / Broking

Role: Sales Officer

Job Location: Pune

Gender: Any Gender

Number of Vacancy: 1

Job Description

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 riskComply with Bank s policiesand processesEnsure 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

Skills Required

Client Relationship
Mis Reporting

Key Requirements

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 riskComply with Bank s policiesand processesEnsure 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

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Company Logo

Email: yestouch@yesbank.in

Contact Person: hr

Web: yesbankcareers.skillate.com

ABOUT COMPANY

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