Website:
yes.bank.in
Job details:
Relationship Management
▪Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI 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 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
Investment Advisory
▪Financial Planning and Investment Advisory to HNI clients
▪Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
▪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
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,
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.
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