Client Relationship Partner - [X452]

Client Relationship Partner - [X452]

14 Nov
|
Yes Bank Ltd
|
Ludhiana district

14 Nov

Yes Bank Ltd

Ludhiana district

Job Description

Client Relationship Partner - ( ACQ0001N8 )

Description

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.

Confidential Page 20 of 130

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 Minimum Qualifications

Bachelors degree in any discipline 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


Primary Location : India-Punjab-Ludhiana


Work Locations : Sunder Nagar Ludhiana

Ground floor and First Floor B 24/2593 Jagat Nagar Sunder Nagar Chowk Ludhiana Punjab-141007.

LUDHIANA 141007


Job : Client Relationship Partner

Organization : Branch Banking

Schedule : Regular

Shift : Standard


Job Type : Full-time

The original job offer can be found in Kit Job:
https://www.kitjob.in/job/15245237/client-relationship-partner-x452-ludhiana-district/?utm_source=html

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