hCapital
Location
Mumbai | India
Job description
- 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 processJob tags
Salary
