Company Name: Yes Bank
Job Role: Relationship Manager
Experience: 3 – 8 Years
Qualification: Any Graduate
Job Type: Full Time
Job Location: Surat
Salary: Best in Industry
Job Description:
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- 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 process.
Preferred candidate profile:
- Bachelors degree.
- Masters degree is preferred.
- A minimum of 3 years of relevant experience with at least 2 years in a similar role
Interested candidates can share their resume on Manisha.gupta2@yesbank.in
Walk-in Details:
Walk-in Date: 6th March 2025
Time: 10.00 AM – 3.00 PM
Venue Details:
YES Bank LTD,
Ground Floor, Mangaldeep,
Near RTO, Ring Road, Surat 395001.
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