| Job Title | Relationship Manager – Yes Premia |
| Job ID | 45434 |
| Location | Vadodara (Baroda), India |
| Work Mode | Work From Office |
| Job Type | Permanent, Full-Time |
| Role Summary | Manage high-value (Premia) customer relationships, drive liabilities & investment business, and ensure revenue growth through sales and advisory |
| Primary Focus | Liabilities (CASA), Investments, Wealth Products |
| Key Responsibilities – Relationship Management | • Manage and grow banking & investment relationships • Deliver high-quality customer service • Expand wallet share from existing clients |
| Key Responsibilities – Business Growth | • Achieve sales targets across liabilities, assets, forex, cards, etc. • Cross-sell & upsell banking products • Increase CASA balances via acquisition & deepening |
| Customer Engagement | • Regular interaction with clients to maintain portfolio quality • Act as primary point of contact for service & sales satisfaction |
| Investment Advisory | • Analyze customer financial needs • Recommend products like mutual funds, insurance, investments • Generate fee-based income |
| Compliance Responsibilities | • Ensure adherence to KYC, BSA guidelines • Follow regulatory norms (RBI, SEBI, AMFI, IRDA) |
| Core Skills Required | • Sales & marketing • Relationship management • Investment advisory • Communication & client handling |
| Work Environment | Client-facing, sales-driven, target-oriented role |
| Career Path | Wealth Management, Priority Banking, Relationship Leadership roles |
