Verified Job
Accounting - Finance
Relationship Manager YES First
Accounting - Finance
#597462
Remote / WFH
Job Description
Relationship 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.
• 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.
