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Client Relationship Partner Full-time Job

2 months ago Marketing & Sales Rājkot   73 views
Job Details

Job Profile

Job Description :

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 Banks 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 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 :

KNOWLEDGE

Professional Certifications

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

Language Skills

  • Written and spoken English is essential

EXPERIENCE

Years of Experience

  • A minimum of 1 year of relevant experience

Nature of

Experience

  • Prior experience of B2B/ B2C sales

To help recruiter identify source of information
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Company Description
Yes Bank is an Indian based global banking services provided bank. In 2004 it had been based by Rana Kapoor and Ashok Kapur. They primarily deals in the corporate bank as well as retail bank. They operates and provide their services under three branches called Yes Bank, Yes Capital and Yes Asset Management Services.They received many national and international honours for our numerous Businesses together with company Investment Banking, Treasury, Transaction Banking, and Sustainable practices through accountable Banking. Its prime quality, client centrical and service driven Bank.