Client Relationship PartnerMumbai

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  • CategoryBanking
  • Sub CategoryRelationship Executive
  • LocationMumbai
  • CompanyYes Bank
  • Posted date on our Website13 April 2013
  • Expiration Date30 May 2013

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Here are the details of Client Relationship Partner job in Yes Bank. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.


 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
 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.

About Yes Bank:-

Yes Bank was established in 2004. It offers a full-range of client-focused corporate banking services, including working capital finance, specialized corporate finance, trade and transactional services, treasury risk management services, investment banking solutions and liquidity management solutions among others to a highly focused client base. The Bank also has a widespread branch network of over 264 branches across 180 cities, with over 275 ATM's and 2 National Operating Centres in Mumbai and Gurgaon. Since inception, YES BANK has adopted innovative and creative technologies that facilitate robust systems and processes and facilitate in the delivery of world-class banking solutions that significantly improve the business and financial efficiency of its clients.

Working at Yes Bank - Why  should i join Yes Bank:-

YES BANK pursues a strong Employee Value Proposition of ‘Creating & Sharing Value’ with a vision to build an organisation driven by Professional Entrepreneurship, where all YES BANK’ers truly partner to direct, manage and accelerate the development of YES BANK as the Young and Dynamic Bank of “Emerging India”.

YES BANK recognizes that the only real source of sustainable competitive advantage for an organization is the power of its High Quality Human Capital. Therefore, we foster a leadership mindset that embraces meritocracy as a vital force to reward performance and exceptional competency.

YES BANK is working closely with leading international consultants, including Hewitt and Korn Ferry,to operationalize this strategy and ensure that the organizational architecture of the Bank is operational and adequately supports its business plans.

Contact Details:

YES BANK Limited
Nehru Centre, 9th floor,
Discovery of India, Dr. A.B. Road, Worli,
Mumbai – 400 018, India.
Tel: +91 (22) 6669 9000
Fax: +91 (22) 2490 0314

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