Job Summary

Job Role Relationship Manager
Job Location Ghaziabad
Qualification UG : Any Graduate in Any Specialization
PG : Post Graduation Not Required
Experience5 – 10 years
Employment Type Full Time, Permanent

Job description

Relationship Management: Manages the banking and speculations relationship of YES FIRST customers and liable for by and large development of Liabilities and Investment business from HNI portion Develops, oversees, and grows YES FIRST client connections by giving assistance level which surpasses customer desires for most significant client fragment.

Distinguishes present and potential association with extra income potential and develop business Generating Incremental Business Completes deals targets spread crosswise over liabilities, retail resources, business banking, forex, cards, speculations and so on.

Proactively sell the full scope of purchaser and business item to present and potential Yes FIRST HNI Relationships Deepens relationship to expand CASA balance in distributed portfolio Drives higher item and channel infiltration to develop mapped connections and to build wallet share with YES Bank

Customer Engagement:

Ensures portfolio quality by consistently captivating with each mapped relationship and keeping up the ideal relationship esteems Investment Advisory Financial Planning and Investment Advisory to HNI customers

through cautious examination and distinguishing proof of client needs and in like manner proposing suitable items Drives income business to create charge salary through items like common assets, ventures and protection Process and Audit Ensures all business movement is recorded online according to the hierarchical procedure Captures and amplifies the business opportunity through itemized customer profiling according to authoritative procedure.

SECTION I: BASIC INFORMATION Job Code Cost Center Job Title Financial Advisor (FA) Functional Title Financial Advisor (FA) Grade Manager/Senior Manger/AVP Management Band Junior Management/Middle Management Business Unit Branch Banking Division Branch Yes First and Wealth Management Department Branch Yes First and Wealth Management Location Pan India Reporting to BBL/SBL No. of Direct Reports Not Applicable

SECTION II: ROLE SUMMARY The job holder is answerable for overseeing YES FIRST clients and driving development of HNI fragment over all business items.

The officeholder must go about as a one point of contact for HNI customers and influence chances to expand by and large wallet share as per the budgetary needs of the client.

Secret Page 36 of 130 Self-Management Responsibilities Defines execution objectives toward the beginning of the year in discourse with the detailing supervisor and guarantees that the objectives are checked and accomplished throughout the year.

Takes responsibility for/her very own learning plan by distinguishing advancement needs in conference with the revealing supervisor and moving in the direction of crossing over the holes through different methods which go past simply preparing.

Comprehends the capabilities significant to his/her job, and progresses in the direction of showing just as building up these adequately. Stays informed concerning pertinent expert/industry advancements, new strategies and current issues through proceeded with instruction and expert systems.

Hazard and Internal Control Responsibilities Follows chance approach and procedures to alleviate the operational, administrative, budgetary, educational, reputational and review chances as trained by the departmental director. Executes the set up inner control frameworks and aggregates important data for departmental reviews, as fundamental.

Key Skills

  • Relationship Management
  • Middle Management
  • Wealth Management
  • Penetration
  • Branch Banking
  • Financial Planning
  • Customer Engagement
  • Operations
  • Auditing

About Yes Bank

Yes Bank Limited is an Indian private area bank, established in 2004. It essentially works as a corporate bank, with retail banking and furthermore resource the board as backup functions.

Indeed Bank Limited determines the greater part of its incomes through organizing syndicated advances and through corporate banking. It works as three elements – Yes Bank, Yes Capital and Yes Asset Management Services. According to the banks site just as data distributed, these are bifurcated as

Corporate and Institutional Banking

Business Banking

Venture Banking

Corporate Finance

Money related Marketing

Retail Banking