Hiring YPRM and YFRM Onboarding with a Leading Bank

Roles and Responsibilities Relationship Management (Wealth) :

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

Proactively sell the full range of consumer and commercial product to current and potential 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 customer relationship value with the 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

Investments

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

Adherence to the Banks policy on acquisition / BSA / KYC etc as well as compliance requirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc)