YES Bank Jobs - Recruitment - RRL, Client Relationship Partner – 21 Posts | 3060

PostedOn : 27 Feb,2017 | Employment Type : Permanent | Organization : Banks | Expiry : 2018-02-27

 Job Title: RRL 

1  Provide expertise on Relationship Managemet in region. 

2  Fulfill YES FIRST goals, ensure focus on B2B2C acquisition, targeted approach to specific client segments, events initiated by MD CEO office. 

3  Lead RMs for portfolio growth by focus on existing large relationship. manage regions Top 50 clients to ensure superior experience. 

4  Induct NTB HNI relationship. 

5  Improve client experience across by Acquisition, On boarding, Profiling, Regular Contact, Client Complaints, Trouble Shooting, Client Handover and Attrition. Ensure RM performance across CA, SA, Liabilities Bk, Investments, Ins. 

6  Trade, FX, Cards etc. Provide product, process for sales and service of HNI clients, feedback to Program Team for improvement.

7  Complete requirements for Investments AMFI, IRDA bus and YBL COC for RMs along with HCM and Compliance. Work with HCM to ensure recruitment of RMs ,Build Team Capability to cross sell product, Develop Fin Planning, Advisory expertise, Provide learning through Joint Calls, Ensure positivity, team motivation. 

8  Process and Audit

·         Ensure all sales activity is recorded online as per the organizational process

·         Capture and maximize the business opportunity through detailed client profiling as per organizational process 

Job Title:Client Relationship Partner (CRP) 

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 Bank’s 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 

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