Job description

Requirements

  • Entry level
  • No Education
  • Salary to negotiate
  • Zerakpur

Description

Job Description


Client Relationship Partner - (ACQ0004EO)

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


Age: Minimum 21 to Maximum 30 years


Education:

ü Graduation (Post Graduate preferred)

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

Past Experience: 0 - 5 years work experience in Banking & Financial Services Organizations

Other Aspects / Skills:- ü Good written and verbal communication skills

ü Fully conversant with MS Office

ü Excellent networking & interpersonal skills

ü Sensitive to issues of confidentially and compliance

ü Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’

ü Knowledge of regulatory guidelines

Hives where you can find this job offer

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    Sales

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