Role & responsibilities

Grade

Assistant Manager Deputy Manager Manager

Business Unit

Retail Banking

Management Band

Junior Managment

Core Responsibilities : -

- Relationship Management:
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develop, manage, and expand 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 volumes for larger share of customer wallet.

- 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 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 customer relationship value with the 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
- Investments
- To analyze financial needs of the customers and offer appropriate product with utmost transparency
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
- Audit & Compliance

Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Minimum Qualifications

- Graduation (Post Graduate preferred)

Skilled Certifications

- AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
- Skills
- Good written and verbal communication skills
- Fully conversant with MS Office
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of Retail Banking or Consumer Banking or Branch Banking
- Knowledge of regulatory guidelines

Years of Experience

- Minimum 2 years of work experience in Banking & Financial Services Organizations

📌 YES Bank is hiring For Relationship Manager (Kochi)
🏢 Yes Bank
📍 Kochi