Client Relationship Partner

Client Relationship Partner

Yes Bank
Chandigarh
1 - 4 Years
Not Specified

Job Description


Job Description :
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Strategic/ Managerial Responsibilities
N / A
Core Responsibilities
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 Bank’s 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.

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.

SECTION IV: KEY INTERACTIONS
Key Internal InteractionsPurpose of Interaction
Channel Partners
  • Liase with TPP, BB, RA representatives as required for closing cross sell

Key External InteractionsPurpose of Interaction
Prospective YBL Customers
  • Present the organization in a professional and positive manner to generate interest and capture mindshare

  • Existing Customers
  • Engage and address requirements of Key YBL Accountholders

  • SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
    Strategic/ Managerial Responsibilities
    N / A
    Core Responsibilities
    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 Bank’s 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.

    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.

    SECTION IV: KEY INTERACTIONS
    Key Internal InteractionsPurpose of Interaction
    Channel Partners
    • Liase with TPP, BB, RA representatives as required for closing cross sell

    Key External InteractionsPurpose of Interaction
    Prospective YBL Customers
  • Present the organization in a professional and positive manner to generate interest and capture mindshare

  • Existing Customers
  • Engage and address requirements of Key YBL Accountholders
  • Qualifications :
    SECTION V: KNOWLEDGE & EXPERIENCE
    KNOWLEDGE
    Minimum Qualifications
    • Bachelor’s 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

    Job Details

    Function:

    About Yes Bank

    Similar Jobs

    People Also Considered

    Data Not Available

    Career Advice to Find Better

    Simple body text this will replace with orginal content