Relationship Manager

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

Skill: insurance , amfi , caiib , investments , retail assets , banking , ncfm , business banking , portfolio , irda , liabilities , mutual funds , nism , forex , relationship manager , kyc , branch banking; Exp: 0-3 years; Relationship Manager-(REL0000I8) Description Relationship Management Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand 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 volumes for larger share of customer wallet. 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 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 customer relationship value with the 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 Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Qualifications Education Graduation (Post Graduate preferred) AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage. Primary LocationIndia-Tamil Nadu-Chennai Work Locations Kk Nagar Chennai Ground floor1069 Mumuswamy Salai KK NagarChennai – 600078. CHENNAI600078 JobRelationship Manager OrganizationBranch Banking ScheduleRegular ShiftStandard Job TypeFull-time Day Job Job Posting25.06.2018, 22416 PM

Banking -General


Experience: 0-3

Function: Finance / Insurance Services