Job Description:

Relationship Manager - ( REL0001F9 )


Relationship Management

Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment

Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc

Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

Customer Engagement

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

Financial Planning and Investment Advisory to HNI clients

Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

Ensure all sales activity is recorded online as per the organizational process

Capture and maximize the business opportunity through detailed client profiling as per organizational process



Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Relationship Mgmt
Salary : As per Industry Standards
Deadline : 20th Feb 2020

Key Skills:

Company Profile:

Yes Bank Ltdarfix

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd Protection Status