Verified Job
Accounting - Finance
Hiring Candidates For Relationship Manager Wealth
Accounting - Finance
#355177
Remote / WFH
Job Description
Job Detailed-:
Relationship Management :
• Managing the banking and investments relationship of Wealth clients and responsible for overall growth of Liabilities & Investment business from HNI segment
• Develop, manage, and expand Wealth 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
Relationship Management :
• Managing the banking and investments relationship of Wealth clients and responsible for overall growth of Liabilities & Investment business from HNI segment
• Develop, manage, and expand Wealth 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
