Opening for YES First Relationship Manager Job
- Yes Bank
- 4 to 9 Yrs
- Noida, Gurugram
- 5 months ago
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Job Description
Dear Candidate,
Hope you are doing well!
We are pleased to inform you that you have been selected for interview with YES BANK. Please carry your updated resume along with you.
Interview Details
Date : 13th Feb-25
Timing: 11 AM to 2 PM.
Address: Yes Bank Ltd, 14th (A) Floor, Max Towers, Plot No. C-001A/1, Sector 16B, Noida-201301, U.P.
Note Please carry your Aadhar Card it is Mandatory
Contact Person Amresh Kumar / Amulya Mishra
Note Please mentioned Reference ANKITA YES BANK HR
Note- Business Formals compulsory / Please carry your updated resume.
Job Responsibilities
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.
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Opening for YES First Relationship Manager JobContact Details:
Company: Yes BankLocation(s): Noida, Gurugram
Keyskills: relationship management sales wealth management hni
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Yes Bank
YES BANK is India's fifth largest private sector Bank, founded by Rana Kapoor in 2004. Yes Bank is the only Greenfield Bank licence awarded by the RBI in the last two decades
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