Relationship Manager - AI47

Relationship Manager - AI47

14 Nov
Yes Bank Ltd

14 Nov

Yes Bank Ltd


Job Description

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

Customer Engagement:

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

Bachelors degree

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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