Client Relationship Partner QCS-242
Client Relationship Partner QCS-242
14 Nov
Yes Bank Ltd
Chennai district
Job Description
Client Relationship Partner - ( ACQ0001VO )
Description
To introduce & acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment
To ensure sourcing of quality Trade & Forex led current accounts
To ensure initial customer handholding & M 1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
To ensure proactive registration & activation of acquired customers to direct banking channels and to provide Superior customer experience
To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers
To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
To ensure quality sourcing in line with the Banks policy
To Adhere to sales process & KYC Norms of the bank
Qualifications
Education: Post Graduate preferred/ Graduate in any discipline from a recognized university
Past Experience:
Minimum 2 years of experience in current account acquisition
Preferable knowledge of the Trade & FOREX products
Preferable Experience in acquiring Trade & Forex current accounts
Past Organization:
Must necessarily come from Banking Organizations with experience in current account acquisition
Other Aspects / Skills:-
Excellent oral and written communication
Good presentation skills and High Sales orientation
Must be willing to take up extensive field visit
Orientation towards servicing the customer & understanding his needs is a prerequisite
Awareness of dynamics of local market
Good understanding of competitive products & their pricing
Primary Location : India-Tamil Nadu-Chennai
Work Locations : Chennai Adyar
GR FLOR, RAJALAKSHMI PALACE 1ST MAIN ROAD, GANDHI NAGAR
CHENNAI 600002
Job : Client Relationship Partner
Organization : Branch Banking
Schedule : Regular
Shift : Standard
Job Type : Full-time
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