Role & responsibilities
Relationship Management : Developing, managing, and expanding customer relationships within the Yes Premia segment.
- Banking and Investment Management : Handling banking and investment needs of clients, offering appropriate financial solutions.
- Sales Targets : Driving revenue growth by meeting or exceeding sales targets for liabilities and investments.
- Customer Engagement : Ensuring high levels of customer satisfaction through proactive engagement and personalized service.
- Identifying Opportunities : Identifying new business opportunities within the existing customer base and through client acquisition.
- Service Excellence : Delivering superior service and support to clients to maintain and enhance their banking relationships.
Skills Required
Business Development, Sourcing, Team Management, Customer Service, resolving issues , Mortgages, Lead Generation, Problem-solving