- Job Title: Relationship Manager – Yes Premia
- Job Location: Prabhat Road Branch, Pune
- Job Type: Permanent
- Work Mode: Work From Office
- Job Nature: Full Time
Job Description
We are looking for a dynamic and customer-focused Relationship Manager – Yes Premia to join our team at the Prabhat Road Branch, Pune. The ideal candidate will be responsible for managing high-value customer relationships, driving business growth, and offering superior service across banking and investment products.
Key Responsibilities
Relationship Management
- Manage banking and investment relationships with retail customers.
- Drive overall growth in liabilities and investment business.
- Deepen customer engagement through exceptional service delivery.
- Identify and tap into new revenue opportunities to expand the customer wallet share.
Business Development
- Achieve sales targets across liabilities, assets, business banking, forex, cards, and investment products.
- Proactively offer the full range of financial products to both existing and prospective customers.
- Increase CASA balances by acquiring and deepening customer relationships.
- Enhance product and channel penetration across mapped portfolios.
Customer Engagement
- Regularly interact with customers to maintain portfolio quality and strengthen relationships.
- Act as the primary point of contact for service and sales-related needs of mapped clients.
Investment Advisory
- Assess customers’ financial needs and offer suitable investment and insurance solutions.
- Generate fee income through mutual funds and investment product sales.
Audit & Compliance
- Ensure compliance with internal policies and regulatory requirements (RBI/SEBI/IRDA/AMFI, etc.).
- Define and monitor performance goals in alignment with business objectives.
- Take ownership of self-development and stay updated on industry trends.
- Adhere to risk and control frameworks to mitigate operational and regulatory risks.
- Support internal audits by maintaining accurate records and processes.
Skills Required
- Strong Relationship Management
- Sales & Business Development
- Financial Product Knowledge (Investments, CASA, Insurance, etc.)
- Excellent Communication & Interpersonal Skills
- Understanding of Compliance & Regulatory Guidelines
| Apply Online | Click here |
| Notification pdf | Click here |