
Wealth Relationship Manager_ Banking_Across Mumbai
6 days ago
Role & responsibilities
Job Description Relationship Management :
- Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of
Liabilities & Investment business from HNI segment
o Develop, manage, and expand customer relationships by providing service level which exceeds client
expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST
HNI Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase
wallet share with YES Bank
Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the
desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Preferred candidate profile
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