| Company | Yes Bank |
| Job Title | Relationship Manager – Yes Premia |
| Job ID | 13101 |
| Location | Science City, Ahmedabad, India |
| Job Type | Permanent |
| Job Nature | Full Time |
| Work Mode | Work From Office |
| Role Summary | Responsible for managing banking and investment relationships, growing liabilities and investment business, and providing wealth and banking solutions to premium customers. |
| Relationship Management | Manage banking and investment relationships, grow liabilities and investment business, expand customer relationships, increase customer wallet share. |
| Business Development | Achieve sales targets across liabilities, retail assets, business banking, forex, cards, and investments; sell banking products to existing and new customers. |
| CASA Growth | Increase CASA balance through portfolio deepening and new customer acquisition. |
| Customer Engagement | Maintain regular engagement with clients, ensure service satisfaction, manage portfolio quality, act as primary contact for clients. |
| Investment Advisory | Analyze customer financial needs, offer mutual funds, insurance, and investment products, generate fee income through investment products. |
| Compliance | Ensure compliance with bank policies and regulatory bodies such as RBI, SEBI, AMFI, IRDA; follow KYC and BSA guidelines. |
| Skills Required | Sales, Marketing, Relationship Management, Investment Advisory, Customer Service, Banking Products Knowledge, Compliance Knowledge |
