Yes Premier Relationship Manager

2 - 7 years

5 - 7 Lacs

Mangaluru Bengaluru

Posted:8 months ago

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Job Description

Job Title :- Relationship Manager YES Premia

Grade :- AM/DM / Manager

Core 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 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)

A minimum of 3 years of relevant experience with at least 2 year in a similar role

Skills Required

retail liabilities casa acquisition portfolio handling hni casa sales acquisition sales relationship management

Work Mode

Work from Office

Job Type

Full Time

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Yes Bank

Banking and Financial Services

Mumbai

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