Yes Bank Financial Partner Recruitment Bank JObs 2016

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Yes Bank Financial Partner Recruitment Bank JObs 2016

 

Job Title: Financial Partner (FP)
Reference Code: 3852

Job Description:  Relationship Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Key Skills:
Relationship Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Location:Amritsar, Hoshiarpur, Jalandhar, Jammu, Ludhiana, Pathankot, Patiala, Srinagar
Required Experience:3-5 yrs
Positions:1


How to Apply:
Apply online |
click on the link given below to Apply online

https://talentacquisition.yesbank.in/careers/SubmitResume.aspx?jpc=JPC003852

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