Relationship Manager-Yes Premia

About Company 

Yes Bank is an Indian bank headquartered in Mumbai, India. It offers wide range of differentiated products for corporate and retail customers through retail banking and asset management services.

Job Title : Relationship Manager-Yes Premia

The incumbent will be responsible for acquiring high-value CASA accounts along with Trade, Forex & CMS relationship potential. He should be a self-driven and motivated individual with a zeal to outperform in an ambiguous environment and thrive under pressure. He should understand banking products and have flair for sales and relationship management

Key Roles & Responsibilities - 

• To acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment
• To achieve daily/weekly/monthly customer acquisition target
• To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
• To attract new-to-bank qualified customers in consistence with the Banks business strategy
• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
• To ensure required level of service for in-coming customers, to consult customers on credit and banking products
• To ask for referrals and recommendations from existing customers on new customers
• To cross sell credit and banking products to eligible customers

Risk and Internal Control Responsibilities

• Should be adhering to all regulatory and compliance requirements
• Should follow the internal and external controls policy of the bank, as required by the bank

Knowledge and Experience

• Bachelor’s degree in any discipline
• AMFI/NCFM/IRDA certifications will be an added advantage

Locations: Prayagraj, Rudrapur , Kanpur, Agra, Mathura, Firozabad