Manager Jobs In Yes Bank | Latest Private Jobs In Bank 2021

Job Name : Relationship Manager

Salary : 20000 – 40000 a Months

Exp:  0 – 3 years

Company Name : Yes Bank

Location : Delhi, Delhi

Qualification : Graduate

Language : English/Hindi

Job Info –

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 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.

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

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