Affluent Relationship Manager- Surat Location

Role & responsibilities

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.

Preferred candidate profile:

• Bachelors degree.
• Masters degree is preferred.
• A minimum of 3 years of relevant experience with at least 2 years in a similar role

Interested candidates can share their resume on Manisha.gupta2@yesbank.in