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Client Relationship Partner

6 - 8 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: Less than 10 Job Views: 62

Job Description

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    Core Responsibilities

    Business Acquisition

    Undertakes acquisition of

    Quality CASA (Current Account & Saving Account)

    Undertakes acquisition of

    revenue products - Cross sell of Life Insurance products , MF , Gold , Trade / FX ,

    Assets products

    . Maintaining good

    relationship with the customers through regular connects and prompt redressal

    of any queries

    Quality Focus

    Compliant towards KYC and all

    operational risk parameters

    Complies with Bank s policies

    and processes

    Ensures timely escalation of

    issues impacting business and appropriate solutions to address the concerns

    Ensures safety and security

    of Bank and customer's assets

    Ensures timely submission of

    MIS reports to relevant stakeholders

    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


    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.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Retail/Personal Banking

Role:Sales Officer

Employment Type: Full Time, Permanent



UG: Any Graduate - Any Specialization

PG:Post Graduation Not Required

Company Profile:

Yes Bank Ltd

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
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