Relationship Manager

  • Company:
    Yes Bank Ltd
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    2 months ago
  • Category:

Skill: insurance , amfi , caiib , investments , retail assets , financial services , banking , ncfm , business banking , portfolio , irda , liabilities , mutual funds , retail banking , hni , nism , investment advisory , forex , relationship manager , consumer banking , branch banking; Exp: 4-7 years; Relationship Manager – ( REL0000NO ) Description 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 Qualifications Education Graduation (Post Graduate preferred) AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage. Past Experience Minimum 4 years of work experience in Banking & Financial Services Organisations Other Aspects / Skills- Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines Primary Location India-Tamil Nadu-Chennai Work Locations Chennai Ground Floor143/1 Uthamar Gandhi Salai Nungambakkam High Road Chennai – 600034 CHENNAI 600034 Job Relationship Manager Organization Branch Banking Schedule Regular Shift Standard

Banking -General

Degree: ME/ M.Tech./ MS (Engg/ Sciences)

Experience: 4-7

Function: Finance / Insurance Services