Client Relationship Partner
YES BANK
Mumbai, Maharashtra, India
27d ago

Description

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

Qualifications

ü Graduation (Post Graduate preferred) ü AMFI / NCFM / IRDA / JAIIB / CAIIB & such relevant certifications will be an added advantage

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