YES Bank Jobs - Recruitment - Financial Advisor, FA, Sr Finaincial Advisor – 127 Posts | 6226

PostedOn : 15 Mar,2017 | Employment Type : Permanent | Organization : Banks | Expiry : 2018-03-15

 
 

 Job Title:Financial Advisor 

Job Description:

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
  • Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition
  • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
 Investment Advisory o Financial Planning and Investment Advisory to HNI clients
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit o Ensure all sales activity is recorded online as per the organizational process
o Capture and maximize the business opportunity through detailed client profiling as per organizational process 

Job Title:Sr. Finaincial Advisor 

 

Job Description:

Relationship Management :

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
  • Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition
  •   Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

  Customer Engagement:

  • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

  • Financial Planning and Investment Advisory to HNI clients
  • Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

  • Ensure all sales activity is recorded online as per the organizational process
  • Capture and maximize the business opportunity through detailed client profiling as per organizational process 

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