Relationship Manager- Yes Bank

3 - 8 years

5 - 10 Lacs

Ahmedabad

Posted:22 hours ago| Platform: Naukri logo

Apply

Skills Required

Wealth Management Portfolio Management Mutual Funds HNI Sales Relationship Management Mutual Funds Sales MF Retail Branch Banking HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 Thanks & Regards,Komal PawaskarTalent Acquisition- HCMYes Bank Ltd.9892273274

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Management Interview Now
Yes Bank
Yes Bank

Banking and Financial Services

Mumbai

over 20,000 Employees

197 Jobs

    Key People

  • Prashant Kumar

    Managing Director & CEO
  • Kamal Khurana

    Chief Financial Officer

RecommendedJobs for You