Client Relationship Partner
Kochi, Kerala, India
30d ago


üAcquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.

üAcquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants üAcquisition of CASA Values-

CASA AMB acquired in accounts sourced during the month (In Rs) üRevenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade / FX, Assets products üMaintaining good relationship with the customers üComplete adherence to Yes Personality guidelines üCompliant towards KYC and all operational risk üComply with Bank’s policies and processes üEnsure timely escalation of issues impacting business and appropriate solutions to address the concerns üEnsure safety and security of Bank and customer's assets üEnsure timely submission of MIS reports


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