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Relationship Manager Wealth

Fresher   Mumbai City   15 Nov, 2025
Yes Bank Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaPre-SalesSales / BD
EmploymentTypeFull-time

Job Description

    Job Title Relationship Manager YES FIRST Functional Title Relationship Manager YES FIRSTGrade Manager / Senior Manger Management Band Junior ManagementBusiness Unit Branch Banking Division SECTION II: KEY RESPONSIBILITIES/ ACCOUNTABILITIESCore Responsibilities Relationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, 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 businessGenerating Incremental BusinessSales 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 RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES BankCustomer Engagement:Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clientsInvestment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insuranceProcess and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational processSelf-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.SECTION III: KNOWLEDGE & EXPERIENCEMinimum Qualifications Bachelors degreeMasters degree is preferredYears of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role

Keyskills :
portfoliomutual fundssalesmanagementretail bankingcurrentcasa

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