Bank Name: Yes Bank
Job Title: Financial Partner (FP)
Experience: 3-5 yrs
Reference Code: BRBA_54
Relationship Management :
Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
Develop, manage, and expand 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 volumes for larger share of customer wallet.
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
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
To analyze financial needs of the customers and offer appropriate product with utmost transparency
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance
Good written and verbal communication skills
Fully conversant with MS Office
Excellent networking & interpersonal skills
Sensitive to issues of confidentially and compliance
Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
Knowledge of regulatory guidelines
YES BANK, India’s fourth largest private sector Bank, is a high quality, customer centric, service driven, private Indian Bank catering to the Future Businesses of India. Since its inception in 2004, YES BANK has fructified into a ‘“Full Service Commercial Bank” that has steadily built Corporate and Institutional Banking, Financial Markets, Investment Banking, Corporate Finance, Branch Banking, Business and Transaction Banking, and Wealth Management business lines across the country, and is well equipped to offer a range of products and services to corporate and retail customers.
YES BANK has adopted international best practices, the highest standards of service quality and operational excellence, and offers comprehensive banking and financial solutions to all its valued customers. Today, YES BANK has a widespread branch network of over 630 branches across 375 cities, with 1150+ ATMs across all 29 states and & Union Territories in India.
YES BANK has been recognized amongst the Top and Fastest Growing Banksin various Indian Banking League Tables by prestigious media houses and Global Advisory Firms,and has received several national and international honours for our various Businesses including Corporate Investment Banking, Treasury, Transaction Banking, and Sustainable practices through Responsible Banking.
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