Client Relationship Partner Full-time Job2 months ago - Marketing & Sales - Rājkot - 73 views
Job Description :
- 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
- 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
- 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.
- AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
- Written and spoken English is essential
Years of Experience
- A minimum of 1 year of relevant experience
- Prior experience of B2B/ B2C sales
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