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Business Relationship Partner

0.00 to 4.00 Years   Kolkata   24 Jun, 2019
KARS Job Services Hiring For
Job LocationKolkata
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaCustomer Service (Domestic)Operations Management / Process Analysis
EmploymentTypeFull-time

Job Description

  • To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments.
  • To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high-value segment through a superior customer experience.
  • To ensure high-value enhancement through acquisition & deepening in the mapped portfolio.
  • To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
  • To recognise and understand a clients global banking needs in order to provide holistic financial solutions in collaboration with the PSM.
  • To focus on profile based cross-sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA.
  • To ensure onboarding, M+1 activation, Value builds up & AQB maintenance of accounts acquired.
  • To Master referral opportunities to grow the portfolio. Proactively source, acquire and expand high-value customer relationship by maximising sale and service opportunities.
  • To ensure Sales process adherence & desired value productivity of BRPs.
  • To ensure that team of BRPs meets Yes Performance standards (YPS).
  • To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs.
  • To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potentially high-value customers from each identified segment in the catchment.
  • To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.
  • To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
  • To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking.
  • To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries.
  • To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking.
  • To develop and continuously upgrade new innovative sales channels & techniques to maximise productivity.
  • To implement the sales monitoring mechanism to measure the productivity of the team.
  • To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled.
  • To derive insights to Competitor Sales activities and effectively counter the efforts.

Keyskills :
cmsbankingcasainsuranceforextrainingsourcingsalesnetustomerrelationshipcustomerexperiencesalesprocessgatewayposdirectbankingcapitalglobalbankingqualitystandardsworkingcapitalcustomerengagement

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