YES Bank Recruitment 2013 yesbank : Client Relationship Partner, Business Relationship Manager
Name of the organisation : YES Bank (yesbank.in)
Name of the post : Recruitment for Client Relationship Partner, Business Relationship Manager in 2013
Reference Number : —
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Position: Client Relationship Partner
Responsibilities:
To acquire new clients for CASA, FD & Insurance from the identified target segment
To cross sell all products alongside the core product
To meet & endeavor to exceed the defined targets of new customer acquisition month on month
To analyze financial needs of the customers and offer appropriate product with utmost transparency
To ensure full participation and implementation of all product specific contests run by YBL or its strategic partners
To abide strictly with the selling norms defined by the organization
To ensure adherence to guidelines by internal & external regulators
To provide accurate information for all products & services of the bank to the customer
To maintain & provide MIS as desired by the organization for all clients
Essential competencies:
Good at oral and written communication
High Sales orientation
Enthusiastic
Must be willing to take up extensive field visit
Orientation towards servicing the customer and understanding his needs is a prerequisite
Awareness of dynamics of local market
Qualifications and Experience Background:
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 Min 6 Months to Max 8 years of Sales experience in Financial Services Organisations Fair knowledge of the market
Position: YES FIRST Business Relationship Partner
Grade : Sr. Officer / Asst. Manager / Manager
Business UnitBranch Banking
Sub UnitCurrent Account Acquisition & Relationship Management- YES First
Reporting toYF Business Relationship Leader (BRL)
Responsibilities:
To introduce & acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment
To ensure sourcing of quality Trade & Forex led current accounts
To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
To ensure proactive registration & activation of acquired customers to direct banking channels
To provide Superior customer experience
To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers
To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
To ensure quality sourcing in line with the Banks policy
To Adhere to sales process & KYC Norms of the bank
Expected Candidate Profile Age:
Minimum 25 to Maximum 30 years
Education:
Post Graduate preferred/ Graduate in any discipline from a recognized university
Past Experience:
Minimum 2 years of experience in current account acquisition
Preferable knowledge of the Trade & FOREX products
Preferable Experience in acquiring Trade & Forex current accounts
Past Organization:
Must necessarily come from Banking Organizations’ with experience in current account acquisition
Other Aspects / Skills:-
Excellent oral and written communication
Good presentation skills
High Sales orientation
Must be willing to take up extensive field visit
Orientation towards servicing the customer and understanding his needs is a prerequisite
Awareness of dynamics of local market
Good understanding of competitive products & their pricing
Position: YES Prosperity Business Relationship Partner
GradeSr. Officer / Asst. Manager
Business UnitBranch Banking
Sub UnitCurrent Account Acquisition & Relationship Management- YES Prosperity
Reporting toYP Business Relationship Leader (BRL)
Responsibilities:
To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix
To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
To ensure proactive registration & activation of acquired customers to direct banking channels
To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
To ensure quality sourcing in line with the Banks policy
To Adhere to sales process & KYC Norms of the bank
Expected Candidate Profile Age:
Minimum 25 to Maximum 30 years
Education:
Post Graduate preferred/ Graduate in any discipline from a recognized university
Past Experience:
Minimum 1 to 2 years of experience in current account acquisition
Some knowledge of the Trade & FOREX products
Past Organization:
Must necessarily come from Banking Organizations’ with experience in current account acquisition
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
Awareness of dynamics of local market
Good understanding of competitive products & their pricing