• Financial Advisor Jobs in Chennai,India - 23834121

  • Yes Bank Ltd
  • Save Job
  • 4 - 7 Years
  • Posted : above 1 month

Job Description:

Financial Advisor - ( BRA0000Y9 )


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



Minimum 25 to Maximum 33 years


Graduation (Post Graduate preferred)
AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Past Experience

Minimum 4 years of work experience in Banking & Financial Services Organisations

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

Primary Location India-Tamil Nadu-Chennai

Work Locations Chennai 3

Part Ground Floor M49 and M50 Lattice Bridge Road Indiranagar Chennai - 600020 (Tamilnadu)


Job Financial Advisor

Organization Branch Banking

Schedule Regular

Shift Standard

Job Type Full-time

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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