About this job: The Relationship Manager – Yes Premia is a dedicated financial advisor responsible for delivering personalized banking solutions to premium clients. They ensure seamless service, manage wealth portfolios, and offer expert guidance on investments, loans, and financial planning. By understanding client needs and maintaining long-term relationships, they drive customer satisfaction and loyalty. Their role combines financial acumen, sales expertise, and a commitment to delivering superior, customized banking experiences.
| Organization Name | Yes Bank |
| Job Category | Bank |
| Designation/Vacancy | Relationship Manager |
| Experience | Fresher or Experience |
| Qualification | Any Graduate |
| Age Limit | Above 18 Years |
| Salary | Excellent Salary |
| Application Type | Apply Online |
| Selection Process | Interview/F2F |
| Job Location | Pune |
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Interview Dates:
- Already Started.
- Closing will be very soon.
Job Roles and Responsibilities – Relationship Manager (Yes Premia)
- Client Relationship Management
Build and maintain long-term, trusted relationships with Yes Premia clients.
Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs).
Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs.
Portfolio Management
Manage a portfolio of premium clients with a focus on growing the relationship value.
Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals.
Conduct periodic portfolio reviews and performance tracking.
Sales and Revenue Generation
Cross-sell and upsell various banking products such as savings accounts, term deposits, mutual funds, insurance, loans, credit cards, and investment products.
Identify opportunities to generate revenue through tailored financial solutions.
Achieve assigned targets for sales, customer acquisition, and revenue growth.
Financial Advisory
Provide customized financial advice based on clients’ risk profiles and life goals.
Stay updated on market trends, financial instruments, and regulatory changes to provide insightful recommendations.
Educate clients on product features, returns, and associated risks.
Customer Onboarding and Service Delivery
Assist in the seamless onboarding of new clients, ensuring all KYC and compliance formalities are met.
Ensure high standards of service delivery by coordinating with operations, backend teams, and product specialists.
Address and resolve client issues promptly to maintain high satisfaction levels.
Compliance and Risk Management
Ensure adherence to internal and regulatory policies in all client interactions and documentation.
Mitigate risks by performing due diligence and periodic account reviews.
Maintain records and reports as per compliance and audit guidelines.
Market and Competitor Analysis
Analyze market trends and competitor offerings to provide strategic insights and maintain a competitive edge.
Recommend innovative solutions and strategies to enhance client satisfaction and engagement.
Team Collaboration
Work closely with product managers, investment advisors, and customer service teams to deliver holistic financial solutions.
Share best practices and contribute to the development of a strong sales and service culture within the team.
Client Retention and Loyalty
Implement client retention strategies to reduce attrition and increase loyalty.
Celebrate key client milestones (e.g., birthdays, anniversaries) to personalize relationships.
Take proactive measures to recover inactive or at-risk clients.
Reporting and Performance Tracking
Maintain detailed MIS (Management Information Systems) reports on client interactions, product performance, and sales targets.
Use CRM tools to track client activities, feedback, and engagement levels.
Regularly review and analyze performance metrics to ensure goal alignment.
Please carry following documents when you come for the interview.
- Carry your updated resume
- Education & qualification documents
- Experience letter
- PAN card and Aadhar Card is mandatory
- Relieving Letter & Pay slip (For Experiences candidates only)
- Any other documents related to this job
Check here for all contact details about “Yes Bank” human recruitment person name and interview place/address details below in this column.
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| Company Name | ICICI Bank |
| Contact Person | HR Manager |
| Contact No./Email ID | Click Here |
| Interview Date | From 20 April 2025 |
| Interview Type | Online |
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