Client Relationship Partner
Phagwara, Punjab, India
7d ago


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 queriesQuality 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.

Confidential Page 20 of 130Risk 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.


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

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