Job Description
We're Hiring: Yes First Relationship Manager (YFRM)
Location:
JVPD, Vile Parle, Mulund (W), Andheri (W), Borivali(W)
Department
Retail Banking – Affluent Banking
Reporting To
Branch Business Leader
Compensation
₹10–20 LPA
Experience Required
Minimum 3 years in banking sales and relationship management
Role Overview
As a Yes First Relationship Manager at Yes Bank, you will be responsible for managing and expanding relationships with High Net-Worth Individuals (HNIs). Your role will involve client acquisition, portfolio management, cross-selling banking products, and ensuring exceptional customer service to drive business growth.
Key Responsibilities
• Client Acquisition & Portfolio Management: Identify and acquire new HNI clients, managing and expanding existing portfolios to meet sales targets.
• Develop, manage, and expand Yes First customer relationships by providing service levels that exceed client expectations.
• Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
Cross-Selling & Upselling
Promote and sell a range of banking products, including savings accounts, fixed deposits, loans, and investment services tailored to HNI clients.
Drive revenue business to generate fee income through products like mutual funds, investments, and insurance. Increase CASA balance in allocated portfolio either through deepening or acquisition.
Relationship Building
Establish and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty. Act as the face to the client and the first person responsible for service and sales satisfaction of mapped clients.
Market Intelligence
Stay updated on market trends and competitor offerings to provide clients with informed financial advice. Provide regular inputs to the product team on opportunities, segmentation, product features, and quality of portfolio acquired along with competition bench marking.
Qualifications & Requirements
• Bachelor's degree in Finance, Business Administration, or related field (Master's preferred).
• Minimum of 3 years of experience in banking sales and relationship management, preferably handling HNI clients.
• Strong knowledge of banking products, services, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Proficient in MS Office and core banking software.
Why Join Yes Bank?
Be part of a forward-thinking financial institution that values innovation and customer-centric solutions. We offer a collaborative work environment, opportunities for professional growth, and a chance to make a significant impact in the banking sector.
Skills: hni,client acquisition,portfolio management,communication,core banking software,relationship management,customer service,sales,ms office,cross-selling,customer,negotiation,banking sales,interpersonal skills,management,affluent
Location:
JVPD, Vile Parle, Mulund (W), Andheri (W), Borivali(W)
Department
Retail Banking – Affluent Banking
Reporting To
Branch Business Leader
Compensation
₹10–20 LPA
Experience Required
Minimum 3 years in banking sales and relationship management
Role Overview
As a Yes First Relationship Manager at Yes Bank, you will be responsible for managing and expanding relationships with High Net-Worth Individuals (HNIs). Your role will involve client acquisition, portfolio management, cross-selling banking products, and ensuring exceptional customer service to drive business growth.
Key Responsibilities
• Client Acquisition & Portfolio Management: Identify and acquire new HNI clients, managing and expanding existing portfolios to meet sales targets.
• Develop, manage, and expand Yes First customer relationships by providing service levels that exceed client expectations.
• Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
Cross-Selling & Upselling
Promote and sell a range of banking products, including savings accounts, fixed deposits, loans, and investment services tailored to HNI clients.
Drive revenue business to generate fee income through products like mutual funds, investments, and insurance. Increase CASA balance in allocated portfolio either through deepening or acquisition.
Relationship Building
Establish and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty. Act as the face to the client and the first person responsible for service and sales satisfaction of mapped clients.
Market Intelligence
Stay updated on market trends and competitor offerings to provide clients with informed financial advice. Provide regular inputs to the product team on opportunities, segmentation, product features, and quality of portfolio acquired along with competition bench marking.
Qualifications & Requirements
• Bachelor's degree in Finance, Business Administration, or related field (Master's preferred).
• Minimum of 3 years of experience in banking sales and relationship management, preferably handling HNI clients.
• Strong knowledge of banking products, services, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Proficient in MS Office and core banking software.
Why Join Yes Bank?
Be part of a forward-thinking financial institution that values innovation and customer-centric solutions. We offer a collaborative work environment, opportunities for professional growth, and a chance to make a significant impact in the banking sector.
Skills: hni,client acquisition,portfolio management,communication,core banking software,relationship management,customer service,sales,ms office,cross-selling,customer,negotiation,banking sales,interpersonal skills,management,affluent
💡 Quick Summary
Seeking a career-building opportunity? The IDZ Digital Private Limited position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.