Relationship Manager Yes First

9 hours ago

Mumbai, Maharashtra, India YES BANK Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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,

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.

  • First Relationship Manager

    22 hours ago

    Mumbai, Maharashtra, India Siddhartha Hospital Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Key Roles & Responsibilities:Relationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important...

  • Step Up 2 YES

    6 days ago

    Mumbai, Maharashtra, India YES BANK Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Step Up 2 YES is YES BANK's Returnship programme, a full time employment opportunity for women coming back from career break of 6 months and above for maternity, marriage or caregiving reasons.Please apply if you are interested in any of the following full time roles:Functional Designation: Virtual RMBusiness Unit: Spectrum BankingDepartment: Virtual...

  • Restart Your Career Special Hiring Drive For Women Professionals

    22 hours ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 4 - ₹ 23 per year

    #CareerReboot | Special Hiring Drive for Women ProfessionalsAre you a talented woman professional looking to restart your career after a break of 6 months or more?Were here to support your journey back into the workforceAt YES BANK, we believe in second chances and the power of experience.This initiative is designed to help women professionals re-enter the...

  • Career Comeback Drive For Women Professional

    2 days ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 4 - ₹ 23 per year

    Career Comeback Opportunities for Women Banking Roles | Mumbai & Navi MumbaiHiring Across Virtual, Retail, Wealth & Operations RolesExperience Range: 1 to 10+ Years | CTC: Up to 23 LPAOpen Positions:Virtual Relationship Manager Airoli, Mumbai Experience: 13 years | CTC: 4 LPA Skills: Relationship Management, Telecalling, SalesAssociate Virtual...

  • Relationship Manager

    22 hours ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Relationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...

  • relationship manager-small enterprise banking

    3 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Core Responsibilities: Revenue Generation • Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management • Seek and acquire new client relationships by understanding the customers financial needs and provide suitable...

  • Yes Securities

    1 week ago

    Mumbai, Maharashtra, India Yes Securities Limited Full time

    Position Title : Senior Research Analyst (Sector agnostic) Work Experience : Minimum 4 years of work-exp.Department : Equity Research - AIF Fund Management DeskWork Location : Mumbai Responsibilities : Managerial Responsibilities:- Product ownership for engaging with multiple stakeholders & understanding the regulations as per SEBI regulations for AIF fund...

  • Private Banker- NRI

    2 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Private Banker- NRI

    2 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Wealth Relationship Manager_ Banking_Across Mumbai

    6 days ago

    Mumbai, Maharashtra, India V Konnect Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesJob 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...