Hiring YPRM and PB with a Leading Bank

Roles and Responsibilities
Manages the banking and investments relationship for overall growth of Liabilities Investment business from branch/retail customers. Develops, manages, and expands customer relationships by providing exceptional service that exceeds client expectations. Identifies current and potential relationships with additional revenue potential to grow business volumes for a larger share of the customer wallet.

Sales Targets:
• Liaise with clients to sell the full range of consumer and commercial products.
• Increase CASA balance in allocated portfolio through deepening or acquisition.
• Drive higher product and channel penetration to deepen mapped relationships and increase customer relationship value.

Customer Engagement:
Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values. Serves as the face to the client and first point of contact for service and sales satisfaction.

Investments:
Analyzes financial needs of customers and offers appropriate products with transparency. Drives revenue business to generate fee income through products like mutual funds, investments, and insurance.

Audit and Compliance:
Adheres to bank policies on acquisition, BSA, KYC, and regulatory requirements of authorities like RBI, SEBI, AMFI, and IRDA. Read more