.jpg)
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Job
Title:
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RB
Risk LAP Bangalore
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Job
Description:
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RB Risk LAP
Bangalore
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Key
Skills:
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MBA
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Location:
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Bangalore
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Required
Experience:
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Not
Specified
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Positions:
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1
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Vendor Desk
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Job
Title:
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Vendor Desk
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Job
Description:
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Vendor Desk
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Key
Skills:
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MBA
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Location:
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Ahmedabad,
Bangalore, Mumbai
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Required
Experience:
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Not
Specified
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Positions:
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3
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Branch Service Delivery Leader
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Job Title:
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Branch Service Delivery Leader
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Job Description:
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1. Account Opening & Maintenance:
a) Monitor the processes for account opening, account maintenance &account closure related formalities as per YBL process. b) Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. c) Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) e) Maintain strict vigilance on the quality of forms and documentation provided. 2. Transactions Related: a) Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timings. b) Ensure proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customer. c) Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. d) Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations. e) Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning. f) Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior mgt. g) Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal back ups to ensure that work is not hampered in by absenteeism or resignations. 3. Service & Quality: a) Ensure that all people, process, data & systems in the branch are well attuned to deliver consistent & superior levels of service to all customers. b) Ensure that adequate records & data pertaining to customer queries &complaints is maintained & analysed for achieving greater process efficiency. c) Ensure daily/weekly monitoring & analyses of various data points &reports that have bearing on Customer Service & process adherence. d) Play a pro-active role in new products, processes or systems roll out impacting the clients. e) Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions. f) Ensuring collection of CSS forms on periodic basis and sent to NOC. g) Responsible for monthly “Branch Service Committee” meetings are held on 7th of each month. h) Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: a) Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors. b) Responsible for implementation of process, policies as per guidelines & audit rating of the branch. c) Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective; d) Attend to any audit findings and resolve them immediately; e) Ensuring DCFC checklist is checked thoroughly and signed off on daily basis. f) Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated. g) Responsible for sensitizing each BSD team member on adherence of process & policies. 5. Others: a) Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office; b) Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch. c) Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements. d) Lead, motivate, coach & develop staff. Conduct cross functional trainings Strictly Confidential Page 3 of 3 Yes Bank Ltd. within & across teams there by creating effective back up with in the team; e) Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. f) Manage Local Vendors /agency relationships to ensure smooth execution of transaction. g) Responsible for Branch upkeep & maintenance and control over the cost. h) Support for conducting monthly CSR events at the branch. i) Must be thorough with banking processes, regulations & guidelines across retail products. j) Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets |
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Key Skills:
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Age:
Minimum 27 to Maximum 34 years Education: Graduate, Post Graduate, MBA, CA, Engineer from a recognized university/premium business schools. AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage. Certification on quality programs i.e., Six Sigma, ISO, 5S, Kaizen, etc. will be an added advantage. Past Experience: 6-12 years of work experience in Banking & Financial Services Organizations’ of which minimum 3 years has to be in Banking Operations or Service Roles. Minimum 2 years should be in leadership role handling team. |
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Location:
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Mumbai
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Required Experience:
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6-12 yrs
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Positions:
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5
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Corporate Finance - Steel/Sugar/Chemicals-
Mumbai
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Job Title:
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Corporate Finance - Steel/Sugar/Chemicals- Mumbai
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Job Description:
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• Credit assessment
o Sector assessment o Detailed Financial analysis including finalization of financial model o Preparation of Credit Approval Memorandum and following internal approval processes o Meet with all pre-disbursal and post disbursal compliance • Portfolio Management o Tracking of covenants and management of exceptions / deviations o Regular review of the case o Inspections / Site visits • Knowledge initiatives o Increase Bank’s visibility in the finance circle / industry sector o Team support o Sector tracking / management presentations |
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Key Skills:
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? Qualified CA/MBA, with 2-4yrs work experience in
infrastructure financing (banking / corporate finance / consultancy).
Candidates with relevant work experience (project finance/ advisory) only
need to apply.
? Strong financial concepts and good analytical skills ? Attitude and aptitude to learn ? An enthusiastic personality and communicator, able to deal with clients, internal teams (credit/legal/compliance) ? Always shows initiative and creativity when faced with challenging situations |
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Location:
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Mumbai
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Required Experience:
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2-8 yrs
|
|
Positions:
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1
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Product Sales Manager - Cash Management (SM/AVP)
(Chennai)
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Job
Title:
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Product
Sales Manager - Cash Management (SM/AVP) (Chennai)
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Job
Description:
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1. To manage the sales
for the suite of CMS & Capital Markets management across the spectrum of
Bank’s clients in a select location / region.
2. Meet the agreed revenue targets (liability & fee), limits utilized level and associated through puts acquisition of new to bank clients with a focus to grow the CMS & Capital Markets management revenues 3. Meet and service CMS & Capital Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores 4. Ensure the steady flow of CMS & Capital Markets management services business. 5. Ensure client servicing is appropriate and utilization levels are consistently maintained at a high level 6. Meet agreed revenue targets for CMS & Capital Markets management business. 7. Meet agreed targets with respect to new client acquisitions 8. Formulate and implement processes for specific CMS & Capital Markets transactions wherever applicable 9. Regularly liaise with internal and external contacts to promote banks CMS & Capital Markets services business 10. Undertake training of the relationship teams wherever necessary to promote CMS & Capital Markets products 11. Provide necessary MIS / Management update |
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Key
Skills:
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1. Product and Process
Knowledge in the Domain Cash Management
2. Good communication and presentation skills. 3. Strong People Management and Relationship skills. 4. Team Orientation and Customer Focus 5. Analytical and Problem Solving 6. MBA / CA 7. 6+ years post qualification experience in Transaction Banking Cash Management Product and Sales |
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Location:
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Chennai
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Required
Experience:
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5-10
yrs
|
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Positions:
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1
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Product Manager - Trade Finance Services -
VP/SVP (Mumbai)
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Job
Title:
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Product
Manager - Trade Finance Services - VP/SVP (Mumbai)
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Job
Description:
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• Handling product
strategy and development for current and capital account transactions,
remittances, and supply chain financing. Ownership of product suite from
inception to commercialization, including post implementation reviews with
relationship teams.
• Implementing and executing Product and Marketing Strategy with P&L responsibilities, managing targets on Revenues, Costs, Profitability, Market Penetration, Customer Satisfaction, etc. This also includes development of product specific CRM and market segmentation strategies. • Responsible for Trade Advisory & Structuring Solutions including advising clients and sales teams on the feasibility and other commercial and risk aspects of trade transactions. • Define the service proposition for each product domain benchmarked against best in class offering and work with the service partners in creating an enabling framework for delivery. • Significant focus on innovative structuring, marketing, promotions / schemes / programs for cross-sell and up-sell of products/services. • Publish relevant portfolio analysis and engage with internal stakeholders/ top management for revenue optimization. • Identify and Implement the best available and appropriate technology for all the products /channels. • Ensure effective Internal Control systems are in place and related procedures and techniques are developed and implemented. |
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Key
Skills:
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Key Competencies /
skill set:
• FEMA/RBI guidelines on Exports, Imports, Capital Account Transactions • ICC Rules • Supply Chain Financing |
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Location:
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Mumbai
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Required
Experience:
|
9-12
yrs
|
|
Positions:
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1
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Product Manager - Capital Market & Escrow
Account Services (CMS) - AVP, Mumbai
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Job
Title:
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Product
Manager - Capital Market & Escrow Account Services (CMS) - AVP, Mumbai
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Job
Description:
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• Management and
ownership of Custody Business proposition in terms of Set up, Strategy, Planning,
Revenue, Product Delivery, Client Satisfaction with complete Business P&L
responsibilities.
• Own P&L of the product and work with sales team to achieve product targets. • Understanding foreign investment flows and acting as a one-point contact with the internal stakeholders and regulators like SEBI, RBI. • Responsible for managing all the needs of the client including Market Entry & Account Opening, Forex, Trade Settlements, Debt, Derivatives, Taxation, Corporate Actions and MIS reporting. • Setting up the operational process for the Custody business • Training Sales team on the products • Leverage technology for providing innovative solutions and process streamlining • Develop and monitor MIS to effectively manage all processes, products and services |
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Key
Skills:
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• Good understanding
of Capital Markets and Custodial business , well versed with settlements
procedures and life cycle of trades executed in Stock Exchanges
• Strong domain knowledge of Equity, Debt and Mutual Fund in the Indian Capital Market. • Should have experience in managing Settlement functions of a custodian • Have good understanding of SEBI and RBI regulations for Custody, Foreign Portfolio Investor (FPI) and Foreign Venture Capital Investor (FVCI) • Have fair knowledge of compliance requirements of a custodian • Reasonable understanding of DP operations Qualifications MBA from a premier institute – General, Finance (preferred), Chartered Account Experience ? Minimum 6 Years in Capital Market & Escrow Account Services |
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Location:
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Mumbai
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Required
Experience:
|
6-9
yrs
|
|
Positions:
|
1
|
Job Title:Financial Partner (FP) - Pune Job Description:? Relationship Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Key Skills:? Relationship Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Location:Pune Required Experience:3-5 yrs Positions:10
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Key Skills:? Relationship Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.
? Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
? Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
? Investments
o To analyze financial needs of the customers and offer appropriate product with utmost transparency
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
? Audit & Compliance
o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Location:Pune Required Experience:3-5 yrs Positions:10
Financial Partner (FP) - Pune
|
Job
Title:
|
Financial
Partner (FP) - Pune
|
|
Job
Description:
|
? Relationship
Management :
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet. ? Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank. ? Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients ? Investments o To analyze financial needs of the customers and offer appropriate product with utmost transparency o Driving revenue business to generate fee income through products like mutual funds, investments and insurance ? Audit & Compliance o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) |
|
Key
Skills:
|
? Relationship Management
:
o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet. ? Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank. ? Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients ? Investments o To analyze financial needs of the customers and offer appropriate product with utmost transparency o Driving revenue business to generate fee income through products like mutual funds, investments and insurance ? Audit & Compliance o Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) |
|
Location:
|
Pune
|
|
Required
Experience:
|
3-5
yrs
|
|
Positions:
|
10
|
Financial Advisor (FA) - Pune
|
Job
Title:
|
Financial
Advisor (FA) - Pune
|
|
Job
Description:
|
? Relationship
Management :
o Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business ? Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank ? Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients ? Investment Advisory o Financial Planning and Investment Advisory to HNI clients o Driving revenue business to generate fee income through products like mutual funds, investments and insurance ? Process and Audit o Ensure all sales activity is recorded online as per the organizational process o Capture and maximize the business opportunity through detailed client profiling as per organizational process |
|
Key
Skills:
|
? Relationship
Management :
o Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business ? Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank ? Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients ? Investment Advisory o Financial Planning and Investment Advisory to HNI clients o Driving revenue business to generate fee income through products like mutual funds, investments and insurance ? Process and Audit o Ensure all sales activity is recorded online as per the organizational process o Capture and maximize the business opportunity through detailed client profiling as per organizational process |
|
Location:
|
Pune
|
|
Required
Experience:
|
Not
Specified
|
|
Positions:
|
5
|
Corporate Branch Service Partner (Corp BSP) -
Chinchwad, Pune
|
Job
Title:
|
Corporate
Branch Service Partner (Corp BSP) - Chinchwad, Pune
|
|
Job
Description:
|
1. Account Opening
& Maintenance:
a) Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. b) Handle corporate customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. c) Ensure adherence to process & documentation standards d) Maintain strict vigilance on the quality of forms and documentation provided. e) Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. f) Provide support to relationship managers & product sales managers for servicing corporate clients – attend to customer requirements, coordinate with back office operations & facilitate their transactions as required to ensure total customer satisfaction and ensure fault free servicing and transactions processing for corporate clients and services like trade,CMS,Escrow arrangements,BTI,payments etc 2. Transactions Related: a) Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations. b) Ensure strong monitoring of all transactions. c) Assist in follow up on recoveries/dues from the customers- Monitor internal GL & keep reconciliation of accounts updated, Generate MIS reports as applicable 3. Service & Quality: a) To ensure that the highest quality service is provided to corporate customers. b) Ensure that adequate records & data pertaining to corporate customer queries and complaints are maintained for achieving greater process efficiency. c) Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. d) Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. e) Responsible for offering complete financial solutions to D4 most demanding corporate clients including Trade finance services, cash management – BTI, Escrow, IWDW & other simple banking transactions. f) Provide interface to the channels for all the service quality related issues & Ensure timely escalation of issues impacting business and possible resolutions to address the concerns. 4. Audit & Compliance: a) Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective; b) Attend to any audit findings and resolve them immediately as applicable 5. Others: a) Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office. b) Responsible for Branch upkeep & maintenance and control over the cost. c) Must be thorough with banking processes, regulations & guidelines across retail products. d) Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets |
|
Key
Skills:
|
1. Account Opening
& Maintenance:
a) Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. b) Handle corporate customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. c) Ensure adherence to process & documentation standards d) Maintain strict vigilance on the quality of forms and documentation provided. e) Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. f) Provide support to relationship managers & product sales managers for servicing corporate clients – attend to customer requirements, coordinate with back office operations & facilitate their transactions as required to ensure total customer satisfaction and ensure fault free servicing and transactions processing for corporate clients and services like trade,CMS,Escrow arrangements,BTI,payments etc 2. Transactions Related: a) Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations. b) Ensure strong monitoring of all transactions. c) Assist in follow up on recoveries/dues from the customers- Monitor internal GL & keep reconciliation of accounts updated, Generate MIS reports as applicable 3. Service & Quality: a) To ensure that the highest quality service is provided to corporate customers. b) Ensure that adequate records & data pertaining to corporate customer queries and complaints are maintained for achieving greater process efficiency. c) Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. d) Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. e) Responsible for offering complete financial solutions to D4 most demanding corporate clients including Trade finance services, cash management – BTI, Escrow, IWDW & other simple banking transactions. f) Provide interface to the channels for all the service quality related issues & Ensure timely escalation of issues impacting business and possible resolutions to address the concerns. 4. Audit & Compliance: a) Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective; b) Attend to any audit findings and resolve them immediately as applicable 5. Others: a) Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office. b) Responsible for Branch upkeep & maintenance and control over the cost. c) Must be thorough with banking processes, regulations & guidelines across retail products. d) Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets |
|
Location:
|
Pune
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
3
|
Cluster Head - Pen, Bhopal, Pune
|
Job
Title:
|
Cluster
Head - Pen, Bhopal, Pune
|
|
Job
Description:
|
Roles:
1. Owner – Accountable for the day to day smooth & error free functioning of the functions / duties associated with in all cluster Branches – Business Development, Operations , Customer Service, Operations Risk management and Audit / Compliance for the respective Cluster Branches. 2. Single Point of Contact –for Cluster functions that require implementation of Regional initiatives seeking feedback, MIS, etc from the respective branches. 3. Facilitator – To ensure that all expectations that clients & colleagues have from the Branch team is delivered in a timely, accurate & reliable manner. 4. Auditor & Controller – To be the primary auditor & controller in the cluster to the extent of reviewing, tracking, monitoring & self-auditing the various records in the respective branch are happening thereby ensuring that the branch is fully compliant with all rules, processes & guidelines of Yes Bank & the Applicable Statutory Regulations covering both Business and Operations. 5. Operations Risk Management – Ensure that process controls are adhered to and testing of controls, monitoring and reporting of the key operational risk items pertaining to branch. 6. Quality – Support the implementation of various HO initiatives such as ISO certification, Quality Circle, Six-Sigma, five-s, Quality Assurance. Building a quality culture. 7. Team Leader – To ensure, thru monitoring & developing the team in a methodical / sustained manner, that most team members are successful in their job-roles & are groomed/mentored for higher responsibilities. 8. Coach / Trainer – To take responsibility of coaching & training and knowledge building of all staff in the branch about relevant subjects, processes, documentation, regulations, etc. Building a service ETHOS. Overall Mentoring of the entire Branches in the cluster. 9. Managing escalations / grievance redressal – Manage customer escalations, customer grievance redressal. Complaint management and response. Broad Idea of Responsibilities:- 1. Profit and Loss and Balance Sheet Management of the Cluster. ? -Tracking, monitoring and delivery of the business goals of the cluster including Liabilities Book Growth, revenue delivery and employee productivity. ? Cluster headcount budget to be maintained. ? Ensure that the Cluster follows the BEST Document. ? Ensure BELT meetings are conducted periodically in his Cluster. ? Ensure the cluster adheres to the Branch Banking Strategy 1) Service & Quality: ? Ensure that all people, process, data & systems in the branch are well attuned to deliver consistent & superior levels of service to all customers. ? Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency. ? Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. ? Play a pro-active role in new products, processes or systems roll out impacting the clients. ? Coordinate with relationship managers and meet / interact with key clients on a periodic basis to take stock of service levels and customer satisfaction. Also collate their feedback & suggestions. ? Ensure implementation of all customer service initiatives rolled out from HO, such as collecting feedback through Yes For You forms etc. Also suggest customer service measures for branches. ? Monthly “Branch Service Committee” meetings etc. ? Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 2) Liabilities & Investment Management Process - Account Opening & Maintenance : ? Ensure compliance with KYC requirements. ? Ensure timely delivery of customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards in achieving total customer satisfaction are met e.g. timely checking of account opening documentation, opening of accounts etc. ? Ensure adherence to process & documentation standards (e.g., forms/checklists, welcome calling, approvals, etc.) ? Ensure pro-active & sustained liaison with HO, NOC, Product team etc. where required. ? Ensure timely follow up with Branches for resolution of any outstanding deferrals. 3) Audit & Compliance: ? Effectively Support Branch Audits by Internal, External, Concurrent, and Statutory & RBI auditors. ? Responsible for implementation of process, policies as per guidelines & audit rating of the branch. |
|
Key
Skills:
|
Roles:
1. Owner – Accountable for the day to day smooth & error free functioning of the functions / duties associated with in all cluster Branches – Business Development, Operations , Customer Service, Operations Risk management and Audit / Compliance for the respective Cluster Branches. 2. Single Point of Contact –for Cluster functions that require implementation of Regional initiatives seeking feedback, MIS, etc from the respective branches. 3. Facilitator – To ensure that all expectations that clients & colleagues have from the Branch team is delivered in a timely, accurate & reliable manner. 4. Auditor & Controller – To be the primary auditor & controller in the cluster to the extent of reviewing, tracking, monitoring & self-auditing the various records in the respective branch are happening thereby ensuring that the branch is fully compliant with all rules, processes & guidelines of Yes Bank & the Applicable Statutory Regulations covering both Business and Operations. 5. Operations Risk Management – Ensure that process controls are adhered to and testing of controls, monitoring and reporting of the key operational risk items pertaining to branch. 6. Quality – Support the implementation of various HO initiatives such as ISO certification, Quality Circle, Six-Sigma, five-s, Quality Assurance. Building a quality culture. 7. Team Leader – To ensure, thru monitoring & developing the team in a methodical / sustained manner, that most team members are successful in their job-roles & are groomed/mentored for higher responsibilities. 8. Coach / Trainer – To take responsibility of coaching & training and knowledge building of all staff in the branch about relevant subjects, processes, documentation, regulations, etc. Building a service ETHOS. Overall Mentoring of the entire Branches in the cluster. 9. Managing escalations / grievance redressal – Manage customer escalations, customer grievance redressal. Complaint management and response. Broad Idea of Responsibilities:- 1. Profit and Loss and Balance Sheet Management of the Cluster. ? -Tracking, monitoring and delivery of the business goals of the cluster including Liabilities Book Growth, revenue delivery and employee productivity. ? Cluster headcount budget to be maintained. ? Ensure that the Cluster follows the BEST Document. ? Ensure BELT meetings are conducted periodically in his Cluster. ? Ensure the cluster adheres to the Branch Banking Strategy 1) Service & Quality: ? Ensure that all people, process, data & systems in the branch are well attuned to deliver consistent & superior levels of service to all customers. ? Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency. ? Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. ? Play a pro-active role in new products, processes or systems roll out impacting the clients. ? Coordinate with relationship managers and meet / interact with key clients on a periodic basis to take stock of service levels and customer satisfaction. Also collate their feedback & suggestions. ? Ensure implementation of all customer service initiatives rolled out from HO, such as collecting feedback through Yes For You forms etc. Also suggest customer service measures for branches. ? Monthly “Branch Service Committee” meetings etc. ? Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 2) Liabilities & Investment Management Process - Account Opening & Maintenance : ? Ensure compliance with KYC requirements. ? Ensure timely delivery of customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards in achieving total customer satisfaction are met e.g. timely checking of account opening documentation, opening of accounts etc. ? Ensure adherence to process & documentation standards (e.g., forms/checklists, welcome calling, approvals, etc.) ? Ensure pro-active & sustained liaison with HO, NOC, Product team etc. where required. ? Ensure timely follow up with Branches for resolution of any outstanding deferrals. 3) Audit & Compliance: ? Effectively Support Branch Audits by Internal, External, Concurrent, and Statutory & RBI auditors. ? Responsible for implementation of process, policies as per guidelines & audit rating of the branch. |
|
Location:
|
Pune,
Bhopal
|
|
Required
Experience:
|
10-12
yrs
|
|
Positions:
|
3
|
Job Title:Relationship Leader (RL)-Healthcare Equipment
Funding-Business Banking Job
Description:Acquiring and managing relationships in defined BSA
Primary responsibility to bring fresh Liability Asset and Trade business, both by new acquisition and cross-sell
Core Products are LCBG BC, Cash Credit, WCDL
Cross Sell : FOREX, Treasury Deals, FD
Focus on offering financial solutions for WC requirements, CMS and trade financing
Maintain highest portfolio quality by proactive account management and early alert process
Track latest development in the industry, sector and regulations
Consistently seek an opportunity to expand share of wallet of customer base with help of TBG for Trade and CMS, CF or Project Funding, CIB for Channel Corporate linked vendor and dealer financing
Responsible for the bottom line as well as top line targets for self as well as the Relationship Partner by ensuring bench mark productivity
Market mapping of BSA, strategies for expansion of market base and proactively working towards development of new products new markets with Prod Team Key Skills:Strong written and verbal communication skills
Fully conversant with MS Office
Excellent networking & interpersonal skills
Manage to achieve the assigned business volumes at the individual level.
Manage diverse sourcing channels including the Branch
Strong Decision making ability
Ability to manage complex client situations
Sensitive to issues of confidentially and compliance
Strong sense of accountability and self-initiative
Good Market knowledge of ‘Business Banking’
Good knowledge of regulatory guidelines Location:Hyderabad Required Experience:2-10 yrs Positions:2
Primary responsibility to bring fresh Liability Asset and Trade business, both by new acquisition and cross-sell
Core Products are LCBG BC, Cash Credit, WCDL
Cross Sell : FOREX, Treasury Deals, FD
Focus on offering financial solutions for WC requirements, CMS and trade financing
Maintain highest portfolio quality by proactive account management and early alert process
Track latest development in the industry, sector and regulations
Consistently seek an opportunity to expand share of wallet of customer base with help of TBG for Trade and CMS, CF or Project Funding, CIB for Channel Corporate linked vendor and dealer financing
Responsible for the bottom line as well as top line targets for self as well as the Relationship Partner by ensuring bench mark productivity
Market mapping of BSA, strategies for expansion of market base and proactively working towards development of new products new markets with Prod Team Key Skills:Strong written and verbal communication skills
Fully conversant with MS Office
Excellent networking & interpersonal skills
Manage to achieve the assigned business volumes at the individual level.
Manage diverse sourcing channels including the Branch
Strong Decision making ability
Ability to manage complex client situations
Sensitive to issues of confidentially and compliance
Strong sense of accountability and self-initiative
Good Market knowledge of ‘Business Banking’
Good knowledge of regulatory guidelines Location:Hyderabad Required Experience:2-10 yrs Positions:2
CTS Clearing - AVP / VP
|
Job
Title:
|
CTS
Clearing - AVP / VP
|
|
Job
Description:
|
CTS Clearing
1. Responsible for understanding the business requirement. 2. Planning and deployment of the solution. 3. Engagement with business to translate business requirements into functional specifications and to ensure technical specifications meets business requirements. 4. Responsible for managing deliverables and troubleshooting UAT and productions issues. 5. Adhere the guideline |
|
Key
Skills:
|
1. Exposure in Cash
Management / Trade Finance / Customer On-boarding/ Clearing
2. Well-versed in the technology processes. 3. Techno-functional knowledge of Corporate Banking 4. Techno-functional knowledge of Payments/Collections 5. Knowledge of ESB (Enterprises service Bus) 6. Implementation experience in Cash Management, trade finance, corporate Banking or customer onboarding. 7. Banking Domain/techno-functional knowledge. 8. Participate in system evaluation process and product walk-thru. 9. Strong knowledge in the various upcoming trends in the Corporate Banking areas. |
|
Location:
|
Mumbai
|
|
Required
Experience:
|
8-12
yrs
|
|
Positions:
|
1
|
Relationship Partner - LAP
|
ob
Title:
|
Relationship
Partner - LAP
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Ludhiana
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
1
|
Relationship Partner - Home Loans
|
Job
Title:
|
Relationship
Partner - Home Loans
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Ludhiana
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
1
|
Relationship Leader - Home Loans
|
Reference
Code:
|
RBAS_1085
|
|
Job
Title:
|
Relationship
Leader - Home Loans
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (Onrolls / DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Chandigarh
|
|
Required
Experience:
|
4-8
yrs
|
|
Positions:
|
1
|
Relationship Partner - Car Loans
|
Job
Title:
|
Relationship Partner - Car Loans
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Chandigarh
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
1
|
Relationship Partner - LAP
|
Job
Title:
|
Relationship Partner - LAP
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Chandigarh
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
1
|
YES FIRST Business Relationship Partner
|
Job
Title:
|
YES
FIRST Business Relationship Partner
|
|
Job
Description:
|
? 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 bank |
|
Key
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 |
|
Location:
|
Agra,
Kanpur, Moradabad
|
|
Required
Experience:
|
2-3
yrs
|
|
Positions:
|
2
|
YP BRL
|
Job
Title:
|
YP
BRL
|
|
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 recognize and understand a client's 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 on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing 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 potential high value customers from each identified segment in the catchment To monitor customer profile, understand customer’s 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 maximize 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 |
|
Key
Skills:
|
Excellent presentation
skills
Demonstrated track record of acquiring and managing portfolio of high value customers Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Strong strategic, analytical, communication and negotiation skills High impact communication skills to effectively engage affluent consumers Ability to manage and implement change initiatives by taking ownership and working with all stakeholders Strong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit Superior service skills/"client first" approach resulting in strong customer loyalty |
|
Location:
|
Mumbai
|
|
Required
Experience:
|
3-12
yrs
|
|
Positions:
|
3
|
Sr. Service Delivery Leader – SME Cluster
|
Job
Title:
|
Sr.
Service Delivery Leader – SME Cluster
|
|
Job
Description:
|
The person will be
responsible for relationship management, branch operations & audit
compliance for all products being offered to retail & corporate clients;
including achievement of business parameters
|
|
Key
Skills:
|
? Customer Engagement
& Sales Governance: Principal responsibilities includes managing,
retaining, servicing to best standards existing and new retail &
corporate clients to maximize relationship building, understanding their
business requirements; providing leads to relationship managers/product sales
managers -where opportunity exists
? Responsibility of AOD checking & keeping the Q & D Ratio of the branch within prescribed benchmarks ? Custodianship Management –Overall responsibility of management of Delegation / Conflict of Interest situations ? Cheque Referral Management – Involving the RMs for necessary confirmation & initiate necessary action ? , Attend clients inside the branch, answer customer queries, coordinate with back office operations & facilitate their transactions as required to ensure total customer satisfaction ? Responsible for overall Branch Operations & Audit Compliance ? Responsible to supervise & monitor BSP team & Teller Authorizer ? Monitoring of KYC AML & Early warning alerts; respond within the TAT prescribed. ? Review Branch Health Score Card, Internal Review Reports and derive action items for closure and non repetition of exceptions identified ? Driving the BSP sales targets & cross-selling opportunities at branch level ? Awareness of ISO 9001:2000 standards & meet/exceed set quality parameters. Ensure comprehensive compliance with all regulatory and statutory requirements as relevant for various product and services from a branch perspective ? Motivate, coach & develop the lobby staff ? Responsible for BSP staff recruitment and appraisals ? Partnering other business units present at the branch. Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables ? Review of inactive/dormant accounts of branch and action taken by branch for revival ? Responsible for ensuring timely Corporate Salary processing ? Responsible for efficient & effective cash management including home banking ? Responsible for efficient processing and adherence of TAT, as specified for all financial and non financial transactions and customer requests. ; Demonstrates knowledge and dexterity in using CBS, systems & equipments ? Responsible for adherence of all processes linked to custodianship management in the branch ? Generate various MIS reports as applicable ? Monitoring of, suspense accounts, deferred accounts, accounts payable/receivable. Review any un-reconciled/ outstanding entries - status of follow up and closure. Review BOD and EOD Sheets. ? Responsible for recommending specific process and systems improvements which have an impact on customer service, carrying out customer satisfaction studies, managing service quality audits etc. ? Responsible for handling customer enquiries and instructions, thus ensuring that the Bank’s delivery standards in achieving total customer satisfaction are met e.g. timely checking of documentation, opening of accounts within prescribed TAT, transaction processing etc. ? Ensure timely escalation of issues impacting business and possible solutions to address the concerns ? Play an active role in new products, processes, systems roll out ? Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets ? Provide constructive feedback, identify training & development needs of the team & conduct internal training at frequent intervals to meet the training requirements ? Define Goals & performance parameters for the team & guide/coach them in achieving the same ? Cost Management & monitoring Staff productivity & give guidance on improving the same in conjunction with BBL ? Review Infrastructure, Branch up keep & maintenance. Any Outstanding Infrastructure Issues |
|
Location:
|
Mumbai
|
|
Required
Experience:
|
8-12
yrs
|
|
Positions:
|
2
|
Relationship Partner - LAG and LAP
|
Job
Title:
|
Relationship
Partner - LAG and LAP
|
|
Job
Description:
|
? Accountable for
achieving Sales targets through Direct efforts or through assigned
relationships (DDSA / off - roll resources).
? Market the assigned products and grow the business through existing and new relationships. ? Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.) ? Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage. ? Timely closure of exceptions. ? Ensure customer satisfaction through high level of service ? Build and manage direct and indirect sourcing channels, Alternate channels. ? Grow the existing channels and develop alternate sourcing channels. ? Develop locations to deliver the optimum throughput and identify new business opportunities. ? Gathering market information for the product line and providing timely inputs to product team ? Achieving CASA & PSL targets for the product ? Providing support to collections team in resolution of delinquent cases ? Closure of all gaps, for internal as well as external audits. ? Compliance with Yes Personality guidelines. |
|
Key
Skills:
|
? Experience in
managing channels and FOS, geographical experience would be an advantage
? Good knowledge about Industry and Market conditions. ? Good communication and negotiation skills with an ability to influence and drive outcomes ? Good networking skills. ? Strong inter-personal skills and leadership ability |
|
Location:
|
Kolkata
|
|
Required
Experience:
|
3-6
yrs
|
|
Positions:
|
1
|
Associate Financial Advisor (AFA)
|
ob
Title:
|
Associate
Financial Advisor (AFA)
|
|
Job
Description:
|
• Customer Acquisition
o Identification of Senior & Top Management potential in all relationships mapped to respective KCSRL / CSRL o Acquisition of Senior & Top Management from portfolio of Corporate Relationships mapped to the team o Improve penetration of Senior & Top Management accounts in the portfolio of relationships • Engagement Matrix o Should know the laid down engagement matrix in detail o Should ensure that clients are met through as the matrix through both the contact channels: 1. Telephone 2. Personal Meetings 3. Joint Meeting Matrix o Should give engagement matrix as first priority to his/her role as CFA o Should follow on-boarding process as laid down by YF Central Team o Should channelize priority of calls based on the sensitivity of the relationships & product like CA or SA. o Should send important communication to client through E-mail on regular intervals. • Client Profiling o Ensure all relevant information pertaining to client is captured in the FCR system correctly o Basic information about the client, family, business, primary banking and opportunity should be available with CFA o Risk Profiling of the customer is completed and reflected in WMS system o Update information on regular intervals to gather best available information about the client • Manage Assigned Book o Get Introduced to the mapped clients through the following ways: 1. Email Introduction 2. Introduction Phone Call as Relationship Manager 3. Using CFA Introduction letter available on w3 o Service the client (with support from service team) & resolve the requests & issues on priority o Showcase to client on banks products, new initiatives & keep them updated about new launches o Cross-sell all banking and third party products and also grow the list of clients through them • Incremental Business Across Products o To be responsible for selling all banking and third party products to mapped clients 1. Banking Products: SA/ FD, Assets, Trade, Forex, Lockers 2. Third Party Products: Investments, Insurance, Credit Cards o To achieve overall targets as per Goal Sheet with product wise expectations o Increase the product penetration by cross-selling products to the client based on the relevance & significance to the client • Portfolio Book Quality o On Individual Accounts: 80% and above portfolio to maintain following threshold values: 1. Either Group CASA AMB > Rs. 5 Lacs or 2. Group NRV > Rs. 25 Lacs AND 3. Net Salary Credit > Rs. 2 Lacs o Portfolio Relationship Score > 5 • Showcase & Cross-sell of Banking Products o Go through in detail about all the products available for client penetration o Showcase clients on the all the products YBL has under its portfolio o Guide the client on how a particular product is of interest to the client & how client can be benefited out of it o Take Senior representative to convince the client wherever required • Increase Share of wallet o Ensuring YBL as a primary banker to all the relationships measured through: 1. Portfolio Relationship Score > 5 2. Actively Transacting Groups with Min. 1 Client Initiated Transaction per month o Maintain sticky relationships with the bank by encouraging clients to actively bank with YBL o Introducing Advisory Products to clients wherever required in order to increase Investments Share of Wallet from clients • Sales Record Update o The process of Sales Record update has been made online and hence there is no need for physical DSR process for CFA o Capture on maximum T+1 basis following types of client engagement in Kaleidoscope online interaction update: 1. Personal Meetings 2. Telephone Calls o Follow YBL guidelines for capture Maintain all sales record & captures it in all relevant system as per YBL guidelines • Compliance to Banking & Regulatory Guidelines o Ensure 100% compliance with the YBL Code of Conduct for RMs. o Ensure IRDA & NISM/AMFI Certification is completed/ updated within 90 days of joining. o Ensure EUIN status for all RMs is updated & captured properly in the system. o Adherence to any other compliance/regulatory guideline from time to time. o In case of expiry of any regulatory certificate, then prior arrangement for renewal needs to be done with due commitment of upgrading the same with prior intimation to the YF Central Team as well as Reporting authority |
|
Key
Skills:
|
Past Experience:
? Minimum 4 years of work experience with Minimum 2 Years of Relevant Work Experience ? Relevant Work Experience is defined below Other Aspects / Skills:- ? Good written and verbal communication skills ? Fully conversant with MS Office ? Excellent networking & interpersonal skills ? Sensitive to issues of confidentially and compliance ? Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ ? Knowledge of regulatory guidelines Personality:- ? Meets YES Personality Standards |
|
Location:
|
Kolkata
|
|
Required
Experience:
|
Max
4 yrs
|
|
Positions:
|
1
|
Click here for details https://talentacquisition.yesbank.in/careers/CurrentOpenings.aspx?SR=true
FOR INSTANT JOB SOLUTIONS WWW.INSTAJOBSOLUTIONS.BLOGSPOT.IN
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