Hiring Relationship Manager - Yes Premia

Yes Bank Ltd.; Vijayapura District; Presencial; INR 600.000 - 900.000; Jornada completa

Descripción de la vacante

Yes Bank Ltd. in Karnataka is seeking a Relationship Manager to deepen existing client relationships and acquire new ones, serving as the primary contact for managed clients. The role focuses on growing Liabilities and Investments, serving high-value segments, and maximizing wallet share.

You will target CASA growth, cross-sell across retail assets, business banking, forex, cards, investments, and insurance while maintaining strict regulatory compliance and service standards.

Responsabilidades

• Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential relationships with additional revenue potential and grow business volumes for larger share of customer wallet
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sells the full range of consumer and commercial products to current and potential Relationships
• Deepens existing relationships or acquires new customers to increase CASA balance in allocated portfolio and drives higher product and channel penetration
• Ensures 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
• Analyzes financial needs of the customers and offers appropriate products with utmost transparency
• Drives revenue to generate fee income through products like mutual funds, investments and insurance
• Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities

Descripción del empleo

Job Description: The role holder is responsible for deepening existing client relationships or acquiring those that are new to bank. The incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.

• Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develops, manages, and expands 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 volumes for larger share of customer wallet
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sells the full range of consumer and commercial product to current and potential Relationships
• Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
• Ensures 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
• Analyses financial needs of the customers and offer appropriate product with utmost transparency
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance
• Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)