Wealth RM

Role & Responsibilities

Relationship Management:

• Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from HNI segment
• Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment
• Identify current and potential relationships with additional revenue potential and grow business
• Generate incremental business
• Achieve sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc.
• Proactively sell the full range of consumer and commercial products to current and potential HNI relationships
• Increase CASA balance in allocated portfolio through deepening or acquisition
• Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with YES Bank

Customer Engagement:

• Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values
• Act as the face to the client and the first person responsible for service and sales satisfaction of mapped clients

Investment Advisory:

• Provide financial planning and investment advisory to HNI clients
• Drive revenue business to generate fee income through products like mutual funds, investments, and insurance

Process and Audit:

• Ensure all sales activities are recorded online as per organizational processes
• Capture and maximize business opportunities through detailed client profiling as per organizational process