Client Relationship Partner

Yes Bank

#Visakhapatnam, #AndhraPradesh

#Job Type

Full-time

Full Job Description

Job Description

ü Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)

ü Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants

ü Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)

ü Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products

ü Maintaining good relationship with the customers

ü Complete adherence to Yes Personality guidelines

ü Compliant towards KYC and all operational risk

ü Comply with Bank’s policies and processes

ü Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns

ü Ensure safety and security of Bank and customer's assets

ü Ensure timely submission of MIS reports

Qualifications

ü Graduation (Post Graduate preferred)

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

Primary Location

Andhra Pradesh - Visakhapatnam

Department

Branch Banking

Sub-Department

Acquisition and Product Cross Sell Management

Job Type

Standard

Shift

Day Job

Schedule

Full-time

Employee Status

Regular

Posted On

15.04.2021

Work Location

#Mvp Colony Visakhapatnam

#YesBank

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