Job in Yes Bank for Relationship Manager Ludhiana

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Relationship Manager Yes Premia (REL0003EQ)
Branch Banking
Punjab – Ludhiana
Job Description
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 Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
              Expected Candidate Profile Age: Minimum 23 to Maximum 30 years
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: Punjab – Ludhiana
  • Department: Branch Banking
  • Sub-Department: Relationship and Service Management
  • Job Type: Standard
  • Shift: Day Job
  • Schedule: Full-time
  • Employee Status: Regular
  • Work Location: Ludhiana

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