Relationship Manager Yes Premia

3 weeks ago


Bengaluru, India YES BANK Full time

§   Relationship Management : ü   Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers ü   Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment ü   Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet §   Generating Incremental Business ü   Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc ü   Proactively sell the full range of consumer and commercial product to current and potential Relationships ü   Increase CASA balance in allocated portfolio either through Deepening or Acquisition ü   Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank §   Customer Engagement: ü   Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values ü   Face to the client and First person Responsible for service and sales satisfaction of mapped clients §   Investments ü   To analyze financial needs of the customers and offer appropriate product with utmost transparency ü   Driving revenue business to generate fee income through products like mutual funds, investments and insurance §   Audit & Compliance ü   Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)



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