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Yes Bank
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Relationship Manager Yes First

Relationship Manager Yes First

Yes Bank

4 - 9 years

3 - 8 Lacs

Vadodara

Posted:3 hours ago| Platform:

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Skills Required

casa hni sales relationship management mutual funds business opportunity customer relationship channel sales investment advisory business development retail assets forex retail business banking marketing portfolio acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, 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 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 Yes FIRST 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 YES 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

Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

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Yes Bank

Banking and Financial Services

Mumbai

over 20,000 Employees

294 Jobs

Key People

Prashant Kumar

Managing Director & CEO
Kamal Khurana

Chief Financial Officer
Sandeep Bakhshi

Executive Director

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Relationship Manager Yes First