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Relationship Wealth Manager

3 - 8 years

4 - 7 Lacs

Surat

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Wealth Management Portfolio Management Mutual Funds Client Acquisition MF HNI Acquisition HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job description ( Wealth Relationship Manager ) Relationship Management : Exp. in wealth management required with portfolio handling and client acquition. 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 Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

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Yes Bank
Yes Bank
www.yesbank.in

Banking and Financial Services

Mumbai

over 20,000 Employees

197 Jobs

    Key People

  • Prashant Kumar

    Managing Director & CEO

  • Kamal Khurana

    Chief Financial Officer

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