| Job Title | Relationship Manager – Yes Premia |
| Company | YES BANK |
| Location | Pune (Bundgarden Branch) |
| Job Type | Full-Time (Work From Office) |
| Experience Level | Typically 2–6 years |
| Domain | Retail Banking / Affluent Segment |
| Role Summary | Manage and grow relationships with affluent customers, drive liabilities, investments, and overall portfolio revenue |
| Key Responsibilities | Manage customer relationships; Grow liabilities & investment business; Acquire new customers; Deepen existing relationships; Increase CASA balance; Cross-sell banking products (loans, forex, cards, investments); Ensure high customer satisfaction; Drive portfolio growth; Analyze customer financial needs and recommend products (mutual funds, insurance); Maintain compliance with RBI/SEBI/AMFI/IRDA guidelines |
| Core Skills Required | Sales & relationship management; Investment product knowledge; Communication skills; Customer handling; Financial understanding |
| Key KPIs | Revenue generation; CASA growth; Portfolio size; Customer acquisition & retention; Cross-sell performance |
| Work Nature | Client-facing, target-driven, sales + advisory role |
| Career Path | RM (Premia) → Senior RM / Wealth Manager → Branch / Wealth / Segment Head |
