Relationship Management :

- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage, and expand YES FIRST 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

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 Yes FIRST HNI 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 wallet share with YES 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

Investment Advisory

- Financial Planning and Investment Advisory to HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business chance through detailed client profiling as per organizational process

Please connect with Siddhant Shinde : (phone hidden)

Role: BD / Pre Sales - Other, Industry Type: Banking, Department: Sales & Business Development, Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate read more

Key Skills Skills highlighted with ‘‘ are preferred keyskills Wealth Management Wealth RelationshipPortfolio ManagementHNI Client HandlingUltra HNIHNI Acquisition

📌 YP/YF Relationship Manager ( Returning Women ) (Navi Mumbai)
🏢 Yes Bank
📍 Navi Mumbai