Relationship Manager
Mumbai, Maharashtra, India
16h ago


Strategic / Managerial Responsibilities

N / A

Core Responsibilities Relationship Management :

  • Manages the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identifies current and potential relationship with additional revenue potential and grow business
  • Generating Incremental Business

  • Completes 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
  • Deepens relationship to increase CASA balance in allocated portfolio
  • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
  • Customer Engagement :

  • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Investment Advisory
  • Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
  • Drives revenue business to generate fee income through products like mutual funds, investments and insurance
  • Process and Audit

  • Ensures all sales activity is recorded online as per the organizational process
  • Captures and maximizes the business opportunity through detailed client profiling as per organizational process

    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

  • Bachelor’s degree
  • Master’s 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 3-5 years of relevant experience with at least 2 years in a similar role

    Nature of Experience

    Prior experience in BFSI Sector

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