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Job Description:

Relationship Manager - ( REL00021R )

Description

Responsible for managing CASA TASC value-growth
Acquiring the high-value CASA relationships of the Trustees
Cross-Sell of CMS products in the groups
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products for SA of AUS
Superlative client servicing standards & rigor in managing the relationship
Thorough understanding of transactional and commercial banking products
Seek references from existing clients to generate prospect list for New to Bank acquisition
To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer
To focus on profile based cross sell of value added products such as Trade Forex, CMS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks Position our value proposition linking benefits to the customers key business requirement / issues
Should be a team player and be able to work in cross-functional environment

To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks
Ensuring the processes are understood & the same is carried out in regular functioning
To adhere to sales process & KYC norms of the bank

Qualifications

Responsible for managing CASA TASC value-growth
Acquiring the high-value CASA relationships of the Trustees
Cross-Sell of CMS products in the groups
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products for SA of AUS
Superlative client servicing standards & rigor in managing the relationship
Thorough understanding of transactional and commercial banking products
Seek references from existing clients to generate prospect list for New to Bank acquisition
To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer
To focus on profile based cross sell of value added products such as Trade Forex, CMS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks Position our value proposition linking benefits to the customers key business requirement / issues
Should be a team player and be able to work in cross-functional environment

To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks
Ensuring the processes are understood & the same is carried out in regular functioning
To adhere to sales process & KYC norms of the bank

Primary Location India-Maharashtra-Mumbai

Work Locations Nariman Point

Premises No 1A Ground Floor Mittal Chambers Plot no 228 of Block no III of Backbay Reclamation Nariman Point Mumbai - 400 021

MUMBAI 400021

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 : Accounting/Tax/Company Secretary/Audit
Role : Chartered Accountant/CPA
Salary : As per Industry Standards
Deadline : 20th Jan 2020

Key Skills:

Company Profile:

Company
Yes Bank Ltdarfix

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