92 HNI Sales Jobs in New Delhi

Role & responsibilities

Job Description:

• 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.
  

Thanks & Regards,

Komal Pawaskar

Talent Acquisition- HCM

Yes Bank Ltd.

9892273274