Branch Service Partner [APX-448]

Branch Service Partner [APX-448]

14 Nov
Yes Bank Ltd

14 Nov

Yes Bank Ltd


Job Description

Branch Service Partner - ( COR0000LR )


1. Account Opening & Maintenance:
a) Run the processes for account opening, account maintenance & account
closure related formalities as per YBL process for Corporate clients.
b) Handle corporate customers enquiries and instructions, whilst ensuring
that the Banks delivery standards are met in achieving total customer
satisfaction. e.g. timely checking of account opening documentation,
opening of accounts etc.
c) Ensure adherence to process & documentation standards
d) Maintain strict vigilance on the quality of forms and documentation
e) Ensure timely follow up with Sales RMs of all BUs for resolution of any
outstanding deferrals.

Provide support to relationship managers & product sales managers for
servicing corporate clients attend to customer requirements, coordinate
with back office operations & facilitate their transactions as required to
ensure total customer satisfaction and ensure fault free servicing and
transactions processing for corporate clients and services like
trade,CMS,Escrow arrangements,BTI,payments etc
2. Transactions Related:
a) Address all transaction related enquiries i.e. pre, during & post transaction
processing & escalations.
b) Ensure strong monitoring of all transactions.
c) Assist in follow up on recoveries/dues from the customers- Monitor
internal GL & keep reconciliation of accounts updated, Generate MIS
reports as applicable
3. Service & Quality:
a) To ensure that the highest quality service is provided to corporate
b) Ensure that adequate records & data pertaining to corporate customer
queries and complaints are maintained for achieving greater process
c) Coordinate with relationship managers and meet / interact with key
clients on a periodic basis to stock take on service levels and customer
Strictly Confidential Page 2 of 2 Yes Bank Ltd.
d) Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed
set quality parameters conforming to the standards.
e) Responsible for offering complete financial solutions to D4 most
demanding corporate clients including Trade finance services, cash
management BTI, Escrow, IWDW & other simple banking transactions.
f) Provide interface to the channels for all the service quality related issues &
Ensure timely escalation of issues impacting business and possible
resolutions to address the concerns.
4. Audit & Compliance:
a) Ensure comprehensive compliance with all internal, regulatory and
statutory requirements as relevant for various product and services from a
branch perspective;
b) Attend to any audit findings and resolve them immediately as applicable
5. Others:
a) Maintain highest levels of discipline (punctuality, attendance, grooming
standards etc) in the office.
b) Responsible for Branch upkeep & maintenance and control over the cost.
c) Must be thorough with banking processes, regulations & guidelines across
retail products.
d) Comply with bank policies and procedures to ensure safety and security of
bank's and customer's assets


Graduation (Post Graduate preferred)
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be
an added advantage.
Past Experience:
1-6 years of work experience in Banking or Financial Services
Must have had handled corporate clients in his past experience.
Other Aspects / Skills:-
Should be very proficient with use of Banking Software Systems
Should score at least 6 on 10 in proficiency with MS Excel and
Communication skills
Overall Personality Must be Good & befitting the stature of the role
Must be a person who has strong sense of personal accountability, takes
initiative & has tremendous positive energy/enthusiasm
Ability to balance various priorities & accomplish multiple tasks in parallel

Primary Location : India-Maharashtra-Mumbai

Work Locations : Pali Hill Bandra

Part Ground Floor Landmark St. Johns Road Pali Naka Pali Road Bandra (West) Mumbai - 400 050.

MUMBAI 400050

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