Bank Name : Yes Bank
Job Title : Relationship Manager Yes Premia
Location : Jayanagar, Bangalore Metropolitan Area, Karnataka, India
Department : Relationship Management Yes Premia
Experience range (Years) : 4 years - 10 years
Roles and Responsibilities :
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)
About Us :
At YES BANK, we foster a leadership mindset that embraces meritocracy as a vital force to reward performance and exceptional competency. Executives are offered fast track career progression opportunities through cross functional time bound strategic assignments, job rotations and need based cross business transfers, developing their functional, managerial and leadership capabilities.We strongly drive and internalize the institutional character of the Professionals’ Bank of India, and demonstrate our key organizational values: Transparency, Trustworthiness, Integrity, Accountability and Collaboration.We welcome you to embark on this professional journey with us and leverage this unique opportunity of becoming a substantial contributor and partner in the YES BANK Success Story!