Relationship Manager

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

Skill: amfi , caiib , banking , ncfm , portfolio , irda , nism , relationship manager , kyc , trade forex , risk , branch banking; Exp: 5-8 years; Relationship Manager-(REL00001K) Description Relationship Management Builds and manages credible & lifelong customer relationship at appropriate levels through reliable service delivery Strives to provide a differential customer experience that supports our YFB value proposition. Executes integrated sales, service and relationship strategies to support growth and retention of business customers. Understands client’s global banking needs in order to provide holistic financial solutions in collaboration with the PSM (Product Sales Manager) Generate Incremental Business To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA Analyses and maintains details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Positions our value proposition linking benefits to the customers key business requirement / issues Anticipates the complex financial needs of the client and offer solutions through a wide range of products, services and tools Ensures proactive migration of portfolio customers to direct banking channels esp. Net Banking Customer Engagement and Quality Focus Maintains continuous customer engagement with all customers and serves as a contact point between customer and Bank. & proactively resolves customer issues/queries Builds trust and confidence in the Banks ability to service more complex customer banking needs by providing accurate information that is responsive to customers needs Ensures One-Group-One RM benchmark across all managed relationships Adheres to sales process & KYC Norms of the bank Confidential Page 48 of 130 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, new techniques and current issues through continued education and professional networks. 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. Qualifications KNOWLEDGE Minimum Qualifications Bachelors degree Masters degree is preferred Professional Certifications AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage. Language Skills Written and spoken English is essential EXPERIENCE Years of Experience A minimum of 5 years of relevant experience with at least 3 years in a similar role Nature of Experience Prior experience in BFSI Sector SECTION VI COMPETENCIES & KEY Primary LocationIndia-Punjab-Jalandhar Work Locations Jalandhar Ground Floor Satnam Complex BMC Chowk G.T. RoadJalandhar Punjab- 144001 JALANDHAR144001 JobRelationship Manager OrganizationBranch Banking ScheduleRegular ShiftStandard Job TypeFull-time Day Job Job Posting16.02.2018, 12331 PM

Banking -General


Experience: 5-8

Function: Finance / Insurance Services