Job Title- Client Relationship Partner

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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 Fair knowledge of the market