Hiring Yprm and Pb with a Leading Bank

2 weeks ago

Pune, India Skillventory Full time

**Hiring YPRM and PB with a Leading Bank**:

- From 2 to 6 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Puneor

**Roles and Responsibilities**

Relationship Management (Wealth):

- 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)- Role:_BD / Pre Sales - Other
- Salary:_ Not Disclosed by Recruiter
- Industry:_Banking
- Department:_Sales & Business Development
- Role Category:_BD / Pre Sales
- Employment Type:_Full Time, Permanent
- Key Skills- Relationship ManagementLiabilitiesBankingEducation
- UG:_Any Graduate

**Company Profile**:
SKILLVENTORY
- A Leading Recruitment Firm- Recruiter Name:_Himanshu Suryavanshi
- Contact Company:_SKILLVENTORY
- Telephone:_9294603607

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