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YES FIRST Business Relationship Partner

Secunderabad, Telangana
Job Code:
  • Banking & Finance
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Job Details

? To introduce & acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment? To ensure sourcing of quality Trade & Forex led current accounts? To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)? To ensure proactive registration & activation of acquired customers to direct banking channels? To provide Superior customer experience? To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking ? To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers? To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators? To ensure quality sourcing in line with the Banks policy ? To Adhere to sales process & KYC Norms of the bankKey Skills? Excellent oral and written communication? Good presentation skills? 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? Good understanding of competitive products & their pricing
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-4


Accounting/Financial Products | Channel Sales | Client Servicing | Relationship/Account Servicing
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