Relationship Manager

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

Skill: insurance , amfi , investments , retail assets , banking , business banking , portfolio , irda , liabilities , mutual funds , forex , relationship manager , kyc , branch banking; Exp: 0-3 years; Relationship Manager – ( REL0000QE ) 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 What is your highest qualification? Primary Location India-Tamil Nadu-Coimbatore Work Locations Coimbatore No 694 -A1 Manchester Krsna Avinashi Road Near Manchester Regent Avinashi Road Coimbatore – 641 037 No 694 -A1 Manchester Krsna Avinashi Road Near Manchester Regent Avinashi Road Coimbatore – 641 037 COIMBATORE 641037 Job Relationship Manager Organization Branch Banking Schedule Regular Shift Standard Job Type Full-time Day Job

Relationship Mgmt


Experience: 0-3

Function: Finance / Insurance Services