Posted:21 hours ago|
Platform:
Work from Office
Full Time
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 segmentDevelop, 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 BusinessSales 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 RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process. Contact Person- Harsheen Kohli Mail ID- harsheen.kohli.ext@yesbank.in
Yes Bank
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