Job
Description
Interview drive has been scheduled for the position of Client Relationship Partner.
Location: Erode / Tiruppur / Salem
Position: Client Relationship Partner (CRP)
Business Unit: Branch Banking
Sub Unit: Branch Relationship Acquisition
Reporting to: Cluster Sales Leader
Interview date: 22nd April 2021
Venue: Part Ground floor Muthiah Complex1167 Mettur RoadErode Tamilnadu. PIN - 638011Erode Tamilnadu
Responsibilities
1. Acquisition of Quality CASA (Current Account & Saving Account) Accounts-
Qualified & Activated NTB CASA Accounts (In Nos.)
2. Acquisition of Quality Higher CASA variants-Acquisition of Qualified and
Activated Higher CASA variants
3. Acquisition of CASA Values-CASA AMB acquired in accounts sourced during
the month (In Rs)
4. Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold,
Trade/FX, Assets products
5. Maintaining good relationship with the customers
6. Complete adherence to Yes Personality guidelines
7. Compliant towards KYC and all operational risk
8. Comply with Banks policies and processes
9. Ensure timely escalation of issues impacting business and appropriate
solutions to address the concerns
10. Ensure safety and security of Bank and customer's assets
11.Ensure timely submission of MIS reports
Expected Candidate Age: Minimum 21 to Maximum 30 years
Profile
Education:
1. Graduation (Post Graduate preferred)
2. 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:-
1 Good written and verbal communication skills
2 Fully conversant with MS Office
3 Excellent networking & interpersonal skills
4 Sensitive to issues of confidentially and compliance
5 Market knowledge of Retail Banking or Consumer Banking or
Branch Banking
1 Knowledge of regulatory guidelines
Skills Required: Cold Calling,Sales,Finance,Lead Generation,Life Insurance,Current Account,Saving Account,Sales Officer,Branch Banking,BDM,Casa Sale,Retail Banking