Relationship Manager - HNI - Hyderabad/ Udupi,Chennai

Urgent Opening for Relationship Manager YES Premia

Core Responsibilities Relationship Management :

 Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers

 Develop, manage, and expand 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 volumes for larger share of customer wallet

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 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 customer relationship value with the 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

Investments

 To analyze financial needs of the customers and offer appropriate product with utmost transparency

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

Audit & Compliance

 Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

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.

Interested candidate can share updated resume on ankita.kolambkar@yesbank.in