Relationship Manager

As a Relationship Manager at our organization, your primary responsibility will be managing the banking and investments relationship of YES FIRST clients, with a focus on driving the overall growth of Liabilities & Investment business from the HNI segment. You will be tasked with developing, managing, and expanding YES FIRST customer relationships by exceeding client expectations, identifying current and potential relationships with additional revenue potential, and growing the business. Your role will also involve generating incremental business by meeting sales targets across various financial products, such as liabilities, retail assets, business banking, FOREX, cards, and investments. You will proactively sell a full range of consumer and commercial products to current and potential Yes FIRST HNI Relationships, while increasing CASA balance in the allocated portfolio through deepening or acquisition strategies. Additionally, you will drive higher product and channel penetration to deepen mapped relationships and increase wallet share with YES Bank. In terms of customer engagement, you will ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. You will be the face to the client and the primary person responsible for service and sales satisfaction of mapped clients. As part of your responsibilities, you will provide investment advisory services, including financial planning and investment advice to HNI clients. You will drive revenue business to generate fee income through products like mutual funds, investments, and insurance. Furthermore, you will be required to ensure that all sales activities are recorded online as per the organizational process and maximize business opportunities through detailed client profiling. You will take ownership of your performance goals, engage in continuous learning and development, and stay updated on relevant professional and industry developments. When it comes to risk and internal control responsibilities, you must follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as instructed by the departmental manager. You will also execute established internal control systems and provide relevant information for departmental audits as necessary.,