Relationship Manager
3 weeks ago
Relationship Management: Responsible for managing the banking and investments relationship of YES FIRST clients and driving overall growth of Liabilities & Investment business from HNI segment.
Key Responsibilities:
- Develop, manage, and expand YES FIRST 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.
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 Yes FIRST HNI Relationships.
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.
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
Process and Audit:
- Ensure all sales activity is recorded online as per the organizational process.
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
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Relationship Manager
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