Client Relationship Partner
Chennai, Tamil Nadu, India
59d 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


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 : - üGood written and verbal communication skills üFully conversant with MS Office üExcellent networking & interpersonal skills üSensitive to issues of confidentially and compliance üMarket knowledge of Retail Banking’ or Consumer Banking’ or Branch Banking’ üKnowledge of regulatory guidelines

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