7 Liabilities Growth Jobs

Role & Responsibilities Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment 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 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 wallet share with Bank 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 Financial Planning and Investment Advisory to HNI clients Preferred Candidate Profile Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading

Role & Responsibilities: Relationship Management Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients Drive higher product and channel penetration to increase wallet share across mapped relationships Customer Engagement Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction Investment Advisory Provide financial planning and investment advisory services tailored to HNI client needs Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments Process and Audit Ensure all sales and service activities are recorded accurately in accordance with organizational processes Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisition Drive product and channel penetration to deepen relationships and increase wallet share with the bank Customer Engagement Maintain portfolio quality through regular engagement with mapped HNI relationships Act as the primary point of contact for client service and sales satisfaction Investment Advisory Provide financial planning and investment advisory to HNI clients Drive fee-based income by offering products such as mutual funds, investments, and insurance Process and Audit Record all sales activity and customer interactions online in accordance with organizational processes Conduct detailed client profiling to identify and maximize business opportunities

Job Summary: The Relationship Manager YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients. Key Responsibilities: Banking & Investment Relationship Management: Manage the banking and investment needs of premium branch/retail customers. Drive overall growth in liabilities and investment business from mapped relationships. Identify potential for revenue expansion and cross-sell opportunities. Business Development: Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products. Acquire new customers and deepen relationships within the assigned portfolio. Customer Engagement & Servicing: Regularly engage with clients to maintain portfolio quality and desired relationship values. Act as the face of the bank and the primary contact for service and sales-related needs. Drive channel and product penetration to improve overall customer relationship value. Investment Advisory: Understand financial needs of customers and offer suitable investment products. Ensure transparency in product offerings and build trust through need-based solutions. Generate fee income via sales of mutual funds, insurance, and other investment products. Audit & Compliance: Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.). Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Role & Responsibilities: To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment 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 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 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 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