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 significant 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
Valuable 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