Relationship Manager Yes Premia

Yes Bank

4 - 8 years

4 - 8 Lacs

Thiruvananthapuram Kerala India

Posted:4 days ago| Platform: Foundit logo

Apply

Skills Required

Mutual Fund Relationship Management Portfolio

Work Mode

On-site

Job Type

Full Time

Job Description

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 Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

More Jobs at Yes Bank

Casa Sales Officer - Nellore

Nellore

1 - 6 yrs

INR 2 - 4 Lacs

Collections Manager

Surat

2 - 7 yrs

INR 8 - 13 Lacs

Casa Sales Officer - Visakhapatnam (Vizag)

Visakhapatnam

1 - 6 yrs

INR 2 - 4 Lacs

Wealth Relationship Manager - Rajahmundry, Vizianagaram

Rajahmundry, Vizianagaram

2 - 7 yrs

INR 4 - 7 Lacs

Sales Officer CASA- Vizianagaram, Rajahmundry

Rajahmundry, Vizianagaram

1 - 6 yrs

INR 2 - 4 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.