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Affluent Relationship Manager- Surat Location

3-8 years

Surat

1 vacancy

Affluent Relationship Manager- Surat Location

Yes Bank

posted 16hr ago

Job Description

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





Employment Type: Full Time, Permanent

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Prepare for Affluent Relationship Manager roles with real interview advice

Top Yes Bank Affluent Relationship Manager Interview Questions

Q1. What is Trade and how many types of Bank Gurantee exist?
Q2. How much customers can you bring from previous organisation
Q3. How much new Account can you source every month on month
View all 142 questions

What people at Yes Bank are saying

2.7
 Rating based on 9 Affluent Relationship Manager reviews

Likes

Over all Banking is good but managers are not supporting on job resolving queries and giving solutions.

  • Salary - Excellent
  • +2 more
Dislikes

Manager's behaviour towards staff.

  • Skill development - Poor
  • +1 more
Read 9 Affluent Relationship Manager reviews

Affluent Relationship Manager salary at Yes Bank

reported by 49 employees with 4-15 years exp.
₹6.1 L/yr - ₹15.5 L/yr
18% more than the average Affluent Relationship Manager Salary in India
View more details

What Yes Bank employees are saying about work life

based on 7.7k employees
56%
40%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Yes Bank Benefits

Job Training
Health Insurance
Soft Skill Training
Work From Home
Cafeteria
Team Outings +6 more
View more benefits

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