Relationship Manager

3 weeks ago


Chennai, Tamil Nadu, India YES BANK Full time

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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