Relationship Manager Yes Premia

Yesbank (Madurai, TN, India) 9 days ago
  • 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 Bank’s policy on acquisition/BSA/KYC etc as well
    as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)


































Education:


  • Graduation (Post Graduate preferred)
  • AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such
    relevant certifications will be an added advantage.






Past Experience:


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




Other Aspects / 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

Primary Location: India-Tamil Nadu-Madurai

Other Locations:

Job: Relationship Manager Yes Premia

Organization: Retail Banking

Schedule: Regular

Shift: Standard

Employee Status:

Job Type: Full-time

Job Level: Day Job

Travel:

Job Posting: 13.10.2020, 10:31:29 PM

Relationship Manager Yes Premia

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