Relationship Manager - HNI ( Vijaywada, Hyderabad, Chennai)
- Yes Bank
- 3 - 8 years
- Vijayawada, Guntur
- 1 month ago
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Job Description
Job Title Relationship Manager YES Premia/YES FIRST
Management Band Junior Management
KEY RESPONSIBILITIES/ ACCOUNTABILITIES
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.
KNOWLEDGE & EXPERIENCE
Minimum Qualifications
Bachelors degree
Masters degree is preferred
EXPERIENCE
Years of Experience A minimum of 2 years of relevant experience with at least 1 year in a similar role
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Full timeContact Details:
Company: Yes BankLocation(s): Vijayawada, Guntur
Keyskills: Wealth Management HNI Portfolio Management Relationship Management Ultra Hni HNI Acquisition HNI Client Handling
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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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