YES Bank - Senior Financial Advisor

- Relationship Management :

Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identify current and potential relationship with additional revenue potential and grow business

- Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

- Customer Engagement:

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

- Investment Advisory

Financial Planning and Investment Advisory to HNI clients

Driving revenue business to generate fee income through products like mutual funds, investments and insurance

- Process and Audit

Ensure all sales activity is recorded online as per the organizational process

Capture and maximize the business opportunity through detailed client profiling as per organizational process

Age:

- Minimum 27 to Maximum 33 years

Education:

- Graduation (Post Graduate preferred)

- AMFI/NISM Mandatory

Past Experience:

- Minimum 6 years of work experience in Banking & Financial Services Organisations

Other Aspects / Skills:-

- Good written and verbal communication skills

- Fully conversant with MS Office

- Excellent networking & interpersonal skills

- Sensitive to issues of confidentially and compliance

- Market knowledge of - Retail Banking- or - Consumer Banking- or - Branch Banking-

- Knowledge of regulatory guidelines