YES Bank is hiring For Relationship Manager

Role & responsibilities

Grade

Assistant Manager Deputy Manager Manager

Business Unit

Retail Banking

Management Band

Junior Managment

Core Responsibilities : -

• Relationship Management:
• Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develop, manage, and expand 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 volumes for larger share of customer wallet.
• 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 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 customer relationship value with the 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
• Investments
• To analyze financial needs of the customers and offer appropriate product with utmost transparency
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance
• Audit & Compliance

Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Minimum Qualifications

• Graduation (Post Graduate preferred)

Professional Certifications

• AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
• Skills
• Good written and verbal communication skills
• Fully conversant with MS Office
• Excellent networking & interpersonal skills
• Sensitive to issues of confidentially and compliance
• Market knowledge of Retail Banking or Consumer Banking or Branch Banking
• Knowledge of regulatory guidelines

Years of Experience

• Minimum 2 years of work experience in Banking & Financial Services Organizations