Client Relationship Partner
YES BANK
Mumbai, Maharashtra, India
5d ago

Description

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.
  • 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
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