Posted:3 weeks ago|
Platform:
Work from Office
Full Time
*JOB DESCRIPTION -A
YES BANK
A *Yes First Relationship Manager (RM)* at Yes Bank , is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management.
*Key Responsibilities:*
*Client Relationship Management:* Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions.
*Sales and Revenue Generation:*
Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships.
*Wealth Management* :
Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products.
*Client Acquisition:*
Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities
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