Job Description:
The role holder is responsible for deepening existing client relationships or acquiring those that are new to bank. The incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.
- 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
- 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 current 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
- Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
Interested candidates can share their resume on - (phone hidden) /
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📌 Hiring Relationship Manager - Yes Premia (Karnataka)
🏢 Yes Bank
📍 Karnataka