Relationship Wealth Manager- Yes Bank

Dear Candidate,

Greeting from YES BANK!!

Kindly acknowledge the mail with your updated resume, interested to apply for the opportunity.

Job Description:

Job Responsibilities

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 segmentIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer walletGenerating Incremental BusinessSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etcProactively sell the full range of consumer and commercial product to current and potential RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bankCustomer 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 clientsInvestmentsTo analyze financial needs of the customers and offer appropriate product with utmost transparencyDriving revenue business to generate fee income through products like mutual funds, investments and insuranceAudit & ComplianceAdherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.  Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.Email- komal.pawaskar.ext@yesbank.in

Thanks & Regards,

Komal Pawaskar

Talent Acquisition – HCM Support Executive

Human Capital Management

YES Bank House,

M- 9892273274