Bank Name: Yes Bank
Job Title: Relationship Manager
Experience: 2 years
Reference Code: REL0001WO
Relationship Management :
Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
Proactively sells the full range of consumer and commercial product to current and potential Relationships
Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Ensures 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
Analyses financial needs of the customers and offer appropriate product with utmost transparency
Drives revenue business to generate fee income through products like mutual funds, investments and insurance
Master’s degree is preferred Professional Certifications
AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage. Language Skills
Written and spoken English is essential EXPERIENCE Years of Experience
A minimum of 2 years of relevant experience with at least 1 year in a similar role
YES BANK, India’s fourth largest private sector Bank, is a high quality, customer centric, service driven, private Indian Bank catering to the Future Businesses of India. Since its inception in 2004, YES BANK has fructified into a ‘“Full Service Commercial Bank” that has steadily built Corporate and Institutional Banking, Financial Markets, Investment Banking, Corporate Finance, Branch Banking, Business and Transaction Banking, and Wealth Management business lines across the country, and is well equipped to offer a range of products and services to corporate and retail customers.
YES BANK has adopted international best practices, the highest standards of service quality and operational excellence, and offers comprehensive banking and financial solutions to all its valued customers. Today, YES BANK has a widespread branch network of over 630 branches across 375 cities, with 1150+ ATMs across all 29 states and & Union Territories in India.
YES BANK has been recognized amongst the Top and Fastest Growing Banksin various Indian Banking League Tables by prestigious media houses and Global Advisory Firms,and has received several national and international honours for our various Businesses including Corporate Investment Banking, Treasury, Transaction Banking, and Sustainable practices through Responsible Banking.