• Cluster Relationship Leader Jobs in Jaipur,India - 23833973

  • Yes Bank Ltd

Job Description:

Cluster Relationship Leader - ( REL0002C7 )


The incumbent is responsible to ensure the team of relationship managers effectively manage their portfolios thereby ensuring value deepening through existing customers, cross-sell and portfolio growth by acquisition of new to bank customers

The incumbent is responsible to ensure the team of relationship mangers meet their goal sheet targets as assigned

The incumbent is responsible to ensure that the relationship managers provide world class customer service to their portfolio customers and ensure all processes are followed as laid down within the banks audit and compliance framework

Ensures the RMs capture and maximize business opportunity through detailed client profiling as per organizational process

Team Management

Lead RMs for portfolio growth by focus on existing relationships

Develop team knowledge and capability to cross sell products, develop wealth expertise, provide learning through joint calls, ensure positivity and team motivation

Ensure RM performance across Goal sheet targets are met across all bank products, including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets

Complete requirements for Investments AMFI, IRDA and YBL COC for RMs along with HCM and Compliance

Work with HCM to ensure recruitment of RMs

Drive high service levels on the RM portfolio

Revenue Generation

Fulfill YES FIRST and YES PREMIA goals and ensure targeted approach to specific client segments as per banks focus areas

Ensure all sales activity is recorded as per the organizational process and all sales and service processes are adhered to by self and the team

Monitor and enable the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section

Develop talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals

Implement the risk policies and processes (operational, regulatory, financial, informational, reputational and audit risks), ensuring that that these meet regulatory and internal requirements

Implement the internal control systems in the department and participates in the departmental audits

Implement practices to bridge gaps identified during departmental audits


Bachelors degree

Masters degree is preferred

AMFI/NISM is mandatory

NCFM /IRDA /JAIIB/CAIIB & such relevant certifications will be an added advantage

Written and spoken English is essential


A minimum of 6-7 years of relevant experience with at least 2-3 years in a similar role

Prior experience in BFSI Sector preferably in a bank or a wealth role

Primary Location India-Rajasthan-Jaipur

Work Locations Vaishali Nagar Jaipur

E -1 and E- 45 Ground floor UDB Hall Mark Building Gautam Marg Vaishali Nagar Jaipur 302021

JAIPUR 302021

Job Cluster Relationship Leader

Organization Branch Banking

Schedule Regular

Shift Standard

Job Type Full-time

Day Job

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry :
  • Banking -General
  • Functional Area : Banks/Insurance/Financial Services
    Role :
  • Salary : As per Industry Standards
    Deadline : 15th Apr 2020

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