Sales Officer CA/ Wealth Relationship Manager

23 hours ago

Mumbai City District, India Yes Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

SECTION I: BASIC INFORMATIONJob TitleRelationship Manager YES FIRSTFunctional TitleRelationship Manager YES FIRSTGradeManager / Senior MangerManagement BandJunior ManagementBusiness UnitBranch BankingDivision

SECTION II: KEY RESPONSIBILITIES/ ACCOUNTABILITIESCore Responsibilities

Relationship Management :

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • 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
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition
  • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES 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

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

Self-Management Responsibilities

  • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
  • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
  • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
  • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

SECTION III: KNOWLEDGE & EXPERIENCEMinimum Qualifications

  • Bachelors degree
  • Masters degree is preferred

Years of ExperienceA minimum of 4 years of relevant experience with at least 2 years in a similar role

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