Yes Bank is a private bank in India. It was founded by Ashok Kapur and Rana Kapoor, with the duo holding a collective financial stake of 27.16%. Mr.Ashok Kapur was killed in a terrorist attack in 2008 in Mumbai.
Position: Client Relationship Partner
Location: Mumbai, New Delhi
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
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