Job Description

Hiring Drive -28th Sept – Women Returning From A Break / Sabbatical

Job highlights Minimum Qualifications Bachelors degree. Master s degree is preferred. Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role SECTION III: KNOWLEDGE & EXPERIENCE. Job match score Early Applicant Key Skills Location Work Experience 5 – 10 Years 100 Vacancies Not disclosed Mumbai, Navi Mumbai, Mumbai (All Areas) Must have key skills Sales Other key skills HNI,Mutual Funds,Portfolio Management,Retail Liabilities,Portfolio,HNI Client Handling,Banking Sales,Wealth Management,Casa,Relationship Manager,Liabilities,RM,Current Account,Branch Banking Job description What you’ll do Core Responsibilities 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 opportunity through detailed client profiling as per organizational process 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. SECTION III: KNOWLEDGE & EXPERIENCE Minimum Qualifications Bachelors degree Master’s degree is preferred Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role Industry type Banking Department BFSI, Investments & Trading Role Relationship Manager Role category Life Insurance Employment type Full Time, Permanent Education , Any Postgraduate Create an alert for similar jobs Relationship Manager, Mumbai About company About YES BANK Headquartered in Mumbai, YES BANK is the sixth largest private sector bank in India offering a comprehensive range of products, services and technology-driven digital offerings, catering to retail, MSME and corporate clients. Since its inception in the year 2004, YES BANK presently has a pan-India presence with a network of 1,198 branches, approximately 180 BCBOs and over 1,345 ATMs in more than 300 districts in India. YES BANK is poised for growth with innovations in customer experience through use of technology, complemented by a strong digital and transaction banking infrastructure that is intent on speedy, accurate and efficient resolution of customer queries. More than 90% of transactions take place through the bank€™s digital channels, with approximately 12 million queries and more than 400k service requests being managed by YES Robot and WhatsApp Banking. The Bank€™s Basel III Tier II Bonds & Infrastructure Bonds have been upgraded by CRISIL, India Ratings in August 2023 & CARE to A from A-/BBB+ in October 2023, highlighting its strengthened balance sheet. YES BANK is also committed to responsible banking and sustainability. It has become the first bank globally with an ISO 14001:2015 certified Environmental Management System covering 832 facilities. It is also recognised as the first Indian bank to be a founding signatory to UNEP FI Principles for Responsible Banking, striving to align its business strategy with the Paris Climate Agreement and Sustainable Development Goals. Furthermore, the bank is also striving towards green and social financing towards renewable energy, electric vehicles, SMEs, rural farmers and women entrepreneurs. It has also instituted an Environment and Social Risk Management System (ESMS) to integrate E&S risks into overall credit risk assessment framework. It is committed to reduce greenhouse gas (GHG) emissions from operations to net zero by 2030 and has switched to renewable energy at the Bank€™s headquarters, YES BANK House. With an aim to promote sustainable finance, the Bank has also launched India€™s first Green Bond and first Green Fixed Deposit. The Bank has also been ranked the highest among 34 large scheduled commercial banks in terms of Climate preparedness by Climate Risk Horizons (CRH) and has been inducted into the globally acclaimed FTSE4Good Index. YES BANK is now ranked among the TOP 50 – India€™s Best Workplaces in BFSI 2023. This recognition, by the Great Place to Work® Institute (India), acknowledges the Bank for inspiring trust among its people, adopting equitable HR practices, creating an environment that promotes camaraderie, and delivering a great workplace experience for its employees. For more information, please visit the Bank’s website at http://www.yesbank.in/ Headquarters YES BANK HOUSE OPP.WESTERN EXPRESS HIGHWAY , MUMBAI, Maharashtra, India