Yes Bank Ltd
Relationship Manager - ( REL00008H )
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
Audit & Compliance
Confidential Page 23 of 130
Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) 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.
KNOWLEDGE Minimum Qualifications
Masters 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 Nature of Experience
Prior experience in BFSI Sector
Primary Location : India-Punjab-Amritsar
Work Locations : Amritsar
42 Mall Road Amritsar Punjab 143001 (landmark next to Ritz Hotel) 42 Mall Road Amritsar Punjab 143001 (landmark next to Ritz Hotel)
Job : Relationship Manager
Organization : Branch Banking
Schedule : Regular
Shift : Standard
Job Type : Full-time
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