Premia Relationship Manager

12 hours ago

Bhubaneshwar, Odisha, India YES BANK Full time

Company Description

YES BANK is a prominent private sector bank in India focused on fostering financial growth and innovation. With a network of over 1,200 branches across the country, the bank provides comprehensive services in Retail, MSME, and Corporate banking, while leveraging advanced technology and industry insights. Committed to transparency and sustainability, YES BANK ensures secure financial services and contributes to positive societal and environmental changes. Recognized for its role in processing one in three UPI transactions in the country, it is an industry leader in digital banking. Employees at YES BANK are part of a dynamic and inclusive environment, designed to inspire growth, learning, and innovation.

Role Description

This is a full-time on-site role for a Premia Relationship Manager, based in Bhubaneswar. The Premia Relationship Manager will be responsible for building, managing, and enhancing relationships with a portfolio of high-net-worth customers. Primary responsibilities include understanding client needs, offering tailored financial solutions, and ensuring high customer satisfaction. The role requires identifying opportunities for cross-sell and upsell of products, ensuring compliance with banking policies, maintaining customer records, and collaborating with internal teams to achieve financial and operational targets.

Qualifications

  • Proficiency in Relationship Management, Customer Service, and advising high-net-worth clients
  • Sales and Business Development skills, with an ability to identify and leverage cross-selling opportunities
  • Knowledge of Financial Products, Banking Operations, and Investment Planning
  • Strong Communication, Negotiation, and Interpersonal Skills
  • Proficiency in Financial Analysis and Market Trends
  • Ability to work effectively on-site and demonstrate high levels of professionalism and accountability
  • Educational Qualification: Bachelor's or Master's degree in Finance, Business Administration, or related fields
  • Prior experience in Banking Sector or Wealth Management is highly desirable

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