Bank Name: Yes Bank
Job Title: Client Relationship Partner
Experience: 0 to 2 years
Reference Code: ACQ00011H
To help the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening
Source incremental accounts from corporate
Ensure FTNR on logged in AOFs is within set benchmarks
Communicate to the employees the requirements of KYC documents (as per the approved account opening process)
Cross sell an additional product within 60 days of account opening
Generate leads for asset / investment products
Graduate/Post Graduate in any discipline or an MBA from a recognized university/business schools
AMFI/NCFM/IRDA certification will be an advantage though not mandatory
0 to 2 years of hard core experience in retail sales
Experience in handling Banking & Investment Products
Fair knowledge of the market
Other Aspects / Skills:-
Good at oral and written communication
High Sales orientation
Must be willing to take up extensive field visit
Orientation towards servicing the customer and understanding his needs is a prerequisite
YES BANK, India’s fourth largest private sector Bank, is a high quality, customer centric, service driven, private Indian Bank catering to the Future Businesses of India. Since its inception in 2004, YES BANK has fructified into a ‘“Full Service Commercial Bank” that has steadily built Corporate and Institutional Banking, Financial Markets, Investment Banking, Corporate Finance, Branch Banking, Business and Transaction Banking, and Wealth Management business lines across the country, and is well equipped to offer a range of products and services to corporate and retail customers.
YES BANK has adopted international best practices, the highest standards of service quality and operational excellence, and offers comprehensive banking and financial solutions to all its valued customers. Today, YES BANK has a widespread branch network of over 630 branches across 375 cities, with 1150+ ATMs across all 29 states and & Union Territories in India.
YES BANK has been recognized amongst the Top and Fastest Growing Banksin various Indian Banking League Tables by prestigious media houses and Global Advisory Firms,and has received several national and international honours for our various Businesses including Corporate Investment Banking, Treasury, Transaction Banking, and Sustainable practices through Responsible Banking.