Wealth Relationship Manager (YF-RM/CA/RM)- Urgent Opening

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
3-8 years
Gandhidham
Stock Market Trading Asset & Wealth Management
work from office
Full Time

Posted: 1 year ago
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Job Description


Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 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 Yes FIRST HNI /NRI 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 wallet share with YES 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 Financial Planning and Investment Advisory to HNI /NRI clients.

Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process.

Capture and maximize the business opportunity through detailed client profiling as per

organizational process.


Interested candidate can share the Cv on below mention details


Aqsa.khan1.ext@yesbank.in


NOTE

THIS IS EXPERINCE CANDIDATE ONLY , WE HAVE IMMIDIATE INTERVIEW PROCESS


Skills

Relationship ManagerWealth ManagerPortfolio ManagementRetail Branch BankingHNI Client HandlingMutual FundsPriority BankingInvestmentManagementCa

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About Company

Yes Bank, one of India's leading private sector banks, is renowned for its comprehensive suite of banking and financial services catering to corporate, MSME, and retail customers. With a strong focus on leveraging cutting-edge technology and providing exceptional customer service, Yes Bank has solidified its position as a banking powerhouse. Yes Bank Careers offer aspirants a vibrant and inclusive work culture where innovation, commitment, and performance are valued. Working at Yes Bank means being part of a team dedicated to driving financial inclusion, fostering economic growth, and contributing to the bank's vision of becoming the preferred financial solutions provider. Yes Bank Careers empowers professionals to excel in their field, ensuring personal and professional development alongside the bank's growth trajectory.

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