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Relationship Manager Wealth

3.00 to 8.00 Years   Navi Mumbai   08 Apr, 2024
Novitiate Hiring For Yes First
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position Relationship ManagerGrade Manager / Senior Manger Business Unit Branch Banking Sub Unit BranchWealth Management Reporting to Branch Business Leader (BBL) Responsibilities RelationshipManagement: o Managingthebankingandinvestmentsrelationshipof clientsandresponsibleforoverallgrowthofLiabilities &InvestmentbusinessfromHNIsegment o Develop,manage,andexpand customer relationshipsbyprovidingservicelevelwhichexceedsclient expectationsofmostimportantcustomersegment.o Identifycurrentandpotentialrelationshipwithadditional revenuepotentialandgrowbusiness GeneratingIncrementalBusiness o Salestargetsspreadacrossliabilities,retailassets,business banking,forex,cards,investmentsetc. o Proactivelysellthefullrangeofconsumerandcommercial producttocurrentandpotentialYesFIRSTHNIRelationships o IncreaseCASAbalanceinallocatedportfolioeitherthrough DeepeningorAcquisition o Drivinghigherproductandchannelpenetrationtodeepen mappedrelationshipsandtoincreasewalletsharewithYES Bank CustomerEngagement: o Ensuringportfolioqualitybyregularlyengagingwitheach mappedrelationshipandmaintainingthedesiredrelationship values o FacetotheclientandFirstpersonResponsibleforserviceand salessatisfactionofmappedclients InvestmentAdvisory o FinancialPlanningandInvestmentAdvisorytoHNIclients o Drivingrevenuebusinesstogeneratefeeincomethrough productslikemutualfunds,investmentsandinsurance ProcessandAudit o Ensureallsalesactivityisrecordedonlineasperthe organizationalprocess o Captureandmaximizethebusinessopportunitythrough detailedclientprofilingasperorganizationalprocess Profile Education:
    • Graduation (Post Graduate preferred)
    • AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
    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

Keyskills :
investment advisoryretail bankingbranch bankingwealth advisoryrelationship managementconsumer bankinghni client handling

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