Hiring YPRM and YFRM Onboarding with a Leading Bank

Roles and Responsibilities
Relationship Management (Wealth): Managing banking and investments relationships, responsible for overall growth of Liabilities Investment business from branch/retail customers.
Develop, manage, and expand customer relationships by providing exceptional service that exceeds client expectations of most important customer segment.
Identify current and potential relationships with additional revenue potential and grow business volumes for a larger share of the customer wallet.
Generating Incremental Business: Sales targets span liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial products to current and potential relationships.
Increase CASA balance in allocated portfolios either through deepening or acquisition.
Driving higher product and channel penetration to deepen mapped relationships and increase customer relationship value with the bank.

Customer Engagement
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
Face-to-client and first-person responsible for service and sales satisfaction of mapped clients.

Investments
Analyze financial needs of customers and offer appropriate products with utmost transparency.
Driving revenue business to generate fee income through products like mutual funds, investments, and insurance.

Audit Compliance
Adhere to the Bank's policy on acquisition, BSA, KYC, as well as compliance requirements of regulatory authorities (RBI, SEBI, AMFI, IRDA, etc). Read more