Yes Bank - Relationship Manager - HNI Client Handling (4-15 Yrs) Jaipur/Jodhpur/Udaipur/Delhi NCR/Delhi/Gurgaon/Gurugram (BFSI Sales)

KEY RESPONSIBILITIES/ ACCOUNTABILITIESCore Responsibilities Relationship Management :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment- Develop, manage, and expand YES FIRST 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- 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 Yes FIRST HNI 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 wallet share with YES 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 Investment Advisory:- Financial Planning and Investment Advisory to HNI clients- Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit:- Ensure all sales activity is recorded online as per the organizational process- Capture and maximize the business opportunity through detailed client profiling as per organizational processSelf-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.KNOWLEDGE & EXPERIENCE:- Minimum Qualifications Bachelor s degree- Master s degree is preferred- Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role (ref:updazz.com)

Payroll Type : Permanent