Relationship Manager-Yes First

URGENTLY HIRING FOR A RELATIONSHIP MANAGER!

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.

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.

IF INTERESTED KINDLY SHARE YOUR UPDATED CV ON vibha.shelar.ext@yesbank.in