Yes Premia Relationship Manager

Job Purpose

A YES Bank Premia Relationship Manager manages high-net-worth customer relationships, focusing on acquisition, retention, and growth of their banking and investment portfolios. This role involves providing personalized financial solutions, exceeding client expectations, and generating incremental business. The Relationship Manager acts as the primary point of contact, ensuring high levels of customer satisfaction and loyalty.

Job Role: Yes Premia Relationship Manager

Key Responsibilities:

Customer Relationship Management:

Develop, maintain, and expand relationships with high-net-worth clients, ensuring they receive a premium banking experience.

Business Development:

Identify and pursue new business opportunities, targeting potential high-net-worth clients and increasing overall wallet share.

Financial Solutions:

Provide tailored financial solutions, including investment products, loans, and other banking services, to meet the unique needs of clients.

Sales and Revenue Generation:

Achieve sales targets and contribute to the bank's overall revenue generation by cross-selling products and services.

Client Engagement:

Regularly engage with clients to understand their needs, address concerns, and build strong, lasting relationships.

Compliance and Risk Management:

Ensure adherence to all regulatory requirements and internal policies, and mitigate potential risks associated with client relationships.

Portfolio Management:

Manage and maintain a portfolio of high-net-worth clients, ensuring they receive personalized service and stay informed about their investments.

Customer Service:

Provide exceptional customer service, resolving queries promptly and effectively, and exceeding client expectations.