Yes Bank - Relationship Manager - Wealth HNI

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).