Premia Relationship Manager-Yes Bank
- Yes Bank
- 3 - 8 years
- sirsa
- 2 months ago
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Job Description
Job description
Role & 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)
- 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.
Interested candidates can send updated resume to si**************t@ye****k.in OR Contact - 7738474***
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Full timeContact Details:
Company: Yes BankLocation(s): Sirsa
Keyskills: Wealth Management Portfolio Management Mutual Funds Relationship Management HNI Client Handling HNI Sales Retail Liabilities MF HNI Acquisition
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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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