Job Description

Client Relationship Partner - ( ACQ0004PU )

Description

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

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

Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)

Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products

Maintaining good relationship with the customers

Complete adherence to Yes Personality guidelines

Compliant towards KYC and all operational risk

Comply with Banks policies and processes

Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns

Ensure safety and security of Bank and customer's assets

Ensure timely submission of MIS reports

Qualifications

Education:

Graduation (Post Graduate preferred)

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:-

Good written and verbal communication skills

Fully conversant with MS Office

Excellent networking & interpersonal skills

Sensitive to issues of confidentially and compliance

Market knowledge of Retail Banking or Consumer Banking or Branch Banking

Knowledge of regulatory guidelines

Primary Location : India-Rajasthan-Bikaner

Work Locations : Bikaner

Ground Floor and First Floor Silver Square Rani Bazaar Bikaner (Raj) Pin 334001

BIKANER 334001

Job : Client Relationship Partner

Organization : Branch Banking

Schedule : Regular

Shift : Standard

Job Type : Full-time