Relationship Manager HNI - Mumbai(3 to 7 Years)

Job Description

RELATIONSHIP MANAGEMENTGenerate new business to achieve defined sales targetsAnalyze, understand customers 360 degree financial needs & fulfill with appropriate products.Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high percentage of customer satisfaction and retention.Manage the portfolio to de-risk against attrition and achieve stability of book.Manage the key performance indicators at the highest level.Have complete knowledge of the customer base in terms of the profile, demographics & psychographics.Present the face of the Bank to the High Net Worth customer SALES Achieve the Targets set in terms of product mix.Achieve the topline & bottomline targets.Induction of all new customers into YBL.Achieve best in class productivity in order to maximize the efficacy of the sales process.Achieve the budgeted cross sell targets.Aggressive Sales call plans to acquire large prospective customers through referrals.Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. SALES MISUpdate & maintain all Sales MIS (Calls, Prospects, Attritions, etc.)Submit KPI MIS on time.Participate in Global League Table ContestINTEGRATION MANAGEMENTManage the customer transition with utmost sensitivity. Desired ProfileExperience in Sales and relationship management.Proven success track record.Experience in handling all Banking & Investment ProductsDemonstrated ability in Sales planning.Strong communication and negotiation skills with the ability to influence outcomes.Networking ability to manage interdepartmental deliverables.Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spiritHigh levels of general knowledge / current affairs; especially in financial matters.AMFI Certification is mandatory

Keywords : Wealth management , HNI, Relationship Manager

Company Profile

Yes Bank Ltd YES BANK has been conceived in the spirit of professional entrepreneurship, with an unstinted commitment to establish a high quality, technology driven, state-of-the-art private Indian Bank catering to 'Emerging India'. Financial TrustThe vast banking experience of our Promoters, Rana Kapoor and Ashok Kapur, has been strengthened by the financial support of Rabobank Nederland, the world's only AAA rated private Bank, and three respected global institutional private equity investors, CVC Citigroup, AIF Capital and ChrysCapital, to provide YES BANK a strong foundation of enduring financial trust.Human CapitalAt YES BANK, we look to offer comprehensive banking and financial solutions. Which is why, we have inducted top quality Human Capital across all our banking functions, including Corporate & Institutional Banking, Financial Markets, Investment Banking, Business & Transactional Banking and Retail Banking & Wealth Management.Knowledge BankingOur differentiated view of banking as a knowledge-based industry has ensured that our Bankers are also industry experts in sectors like Food & Agribusiness, Lifesciences, Telecommunications, Media & Technology, Infrastructure and Manufacturing & Textiles. These Knowledge Bankers offer invaluable and in-depth insights into these sectors, thereby helping our clients to develop great ideas and nurture them to fruition.Technology EdgeTechnology is another key differentiator at YES BANK. Our alliances with best-of-breed technology partners ensure proactive, on-demand support to meet our growth requirements, as well as the continuous development of our systems infrastructure and delivery channels.Corporate GovernanceOur foundations have been inscribed with stringent Corporate Governance measures, whereby transparency, disclosure norms and accountability have paramount importance, in order to safeguard the trust and wealth of each and every stakeholder and customer.Responsible BankingOur commitment extends further, from our customers, investors, stakeholders and employees to society at large. By focusing on sustainability and corporate social responsibility, we aspire to be a role model institution in Responsible Banking.GrowthIndeed , at YES BANK, we look to partner the growth of our clients, while they gain from leveraging our financial expertise, thereby enabling us to accomplish our mission of ' Creating and Sharing Value '.At YES BANK, we ' Say YES '. Yes, we will offer innovative financial solutions. Yes, we will adopt international best practices, and provide the highest standards of service delivery and operational excellence. Yes, we will provide you with a delightful banking experience expressed with simplicity, empathy and totality.

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Posted by

Yes Bank Ltd

Posted Date

20th Mar 2015


3 to 7 Years




Not Mentioned

Functional Area

IT Software - Mainframe

Industry Type



(UG - Any Graduate - Any Specialization) AND (PG - Any PG Course - Any Specialization)