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Relationship Manager Yes Premia
YES Bank
Coimbatore, Arantāngi, Hinganghāt
Full-Time
3-6 Years experience
Description
| § 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) |
Eligibility Criteria
- Experience: 3+ years
- Seniority: Mid Level
- Languages: English
About YES Bank
Indian private sector bank