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  • 3 - 5 Years
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Job Description:

Relationship Manager - ( REL00021J )

Description

Relationship Management

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

Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment

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

Generating Incremental Business

Completes 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

Deepens relationship to increase CASA balance in allocated portfolio

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

Customer Engagement

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

Investment Advisory

Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

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

Process and Audit

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

Captures and maximizes the business opportunity through detailed client profiling as per organizational process SECTION I BASIC INFORMATION Job Code

Cost Center

Job Title

Financial Advisor (FA) Functional Title

Financial Advisor (FA) Grade

Manager / Senior Manger/AVP Management Band

Junior Management/Middle Management Business Unit

Branch Banking Division

Branch Yes First & Wealth Management Department

Branch Yes First & Wealth Management Location

Pan India Reporting to

BBL/SBL No of Direct Reports

Not Applicable SECTION II ROLE SUMMARY

The role holder is responsible for managing YES FIRST customers and driving growth of HNI segment across all business products The incumbent must act as a one point of contact for HNI clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer

Confidential Page 36 of 130

Self-Management Responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks Risk and Internal Control Responsibilities

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager

Executes the established internal control systems and compiles relevant information for departmental audits, as necessary

Qualifications

KNOWLEDGE Minimum Qualifications

Bachelors degree

Masters degree is preferred Professional Certifications

AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Language Skills

Written and spoken English is essential EXPERIENCE Years of Experience

A minimum of 3-5 years of relevant experience with at least 2 years in a similar role Nature of Experience

Prior experience in BFSI Sector

Primary Location India-Uttar Pradesh-Ghaziabad

Work Locations Indirapuram

BG 1415 and BG 47 Ground Floor Aditya City Center Commercial cum Residential Plot No 03 Vaibhav Khand Indirapuram Ghaziabad PIN 201012 ( UP)

GHAZIABAD

Job Relationship Manager

Organization Branch Banking

Schedule Regular

Shift Standard

Job Type Full-time

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 14th Mar 2020

Key Skills:

Company Profile:

Company
Yes Bank Ltdarfix

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