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Relationship Manager- YES FIRST

Fresher   Navi Mumbai, Mumbai CityMumbai City, Thane   14 Sep, 2025
Yes Bank Ltd
Job LocationNavi Mumbai, Mumbai CityMumbai City, Thane
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BDSales Support / MIS
EmploymentTypeFull-time

Job Description

    Job Title: Relationship Manager YES FIRSTLocation:YES Bank, Ground And First Floor, Nirmal Deep Opp.Talao Pali,Dr. Moose Road, 400602Timings: 11 am to 2 PMCore ResponsibilitiesRelationship 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, 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.
    EXPERIENCEMinimum Qualifications : Bachelors degreeMasters degree is preferred: Years of ExperienceA minimum of 4 years of relevant experience with at least 2 years in a similar role

Keyskills :
mutual funds saleshni client handlingportfolio managementwealth management

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