Verified Job
Accounting - Finance
Relationship Wealth Manager-
Accounting - Finance
#662987
Remote / WFH
Job Description
Job description
Responsibilities:
• Perform regular reconciliation of accounts receivable transactions
• Identify and resolve discrepancies and discrepancies in financial data
• Maintain accurate and up-to-date records of accounts and payments
• Prepare reports using advanced Excel functions such as V-Lookup, H-Lookup, Pivot Tables, Pie Charts, and conditional formatting
• Detect and rectify duplicate entries and...
Show full description
Report this listing
Yes Bank
Relationship Wealth Manager-
Yes Bank • Ahmedabad, Gujarat • via Jobs Trabajo.org
12 hours ago
Full–time
Apply on Jobs Trabajo.org
Apply on Jobrapido.com
Job description
Position:- Relationship manager ( Wealth Management )
Female candidates only who have career Gap more than 6 Month required.
Core Responsibilities :-
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.
SECTION III: KNOWLEDGE & EXPERIENCE
Minimum Qualifications Bachelors degree
Masters degree is preferred
Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role
Responsibilities:
• Perform regular reconciliation of accounts receivable transactions
• Identify and resolve discrepancies and discrepancies in financial data
• Maintain accurate and up-to-date records of accounts and payments
• Prepare reports using advanced Excel functions such as V-Lookup, H-Lookup, Pivot Tables, Pie Charts, and conditional formatting
• Detect and rectify duplicate entries and...
Show full description
Report this listing
Yes Bank
Relationship Wealth Manager-
Yes Bank • Ahmedabad, Gujarat • via Jobs Trabajo.org
12 hours ago
Full–time
Apply on Jobs Trabajo.org
Apply on Jobrapido.com
Job description
Position:- Relationship manager ( Wealth Management )
Female candidates only who have career Gap more than 6 Month required.
Core Responsibilities :-
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.
SECTION III: KNOWLEDGE & EXPERIENCE
Minimum Qualifications Bachelors degree
Masters degree is preferred
Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role
