Relationship Manager Yes First Business – Kolkata ( Trade & Forex)

3 - 8 Years
Not Disclosed by Recruiter
Posted: 19 days agoOpenings: 1Job Applicants: 2761+Job Views: 6009+

Job Description

Position : Relationship Manager-YES FIRST BUSINESS
Business Unit : Branch Banking
Reporting to : Cluster Relationship Leader-Business
To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments
To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience
To ensure high value enhancement through acquisition & deepening in the mapped portfolio
To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM
To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired
To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
To ensure Sales process adherence & desired value productivity of BRPs
To ensure that team of BRPs meets Yes Performance standards (YPS)
To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs
To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment
To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.
To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking
To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries
To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking
To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity
To implement the sales monitoring mechanism to measure the productivity of the team
To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled
To derive insights to Competitor Sales activities and effectively counter the efforts
To Adhere to sales process & KYC Norms of the bank

Expected Candidate:
Education : MBA/CA from a recognized university/business schools

Past Experience:
Minimum 5 years of banking experience in CA acquisition and/or relationship management (Having similar experience in dealing with SME customers)
Experience in handling Trade & FOREX products (mandatory)
Relationship handling for high value CA/Trade Fx customers
Past Organization:
Must necessarily come from Banking Organizations with experience in current account acquisition and handling of Trade & Forex products
Other Aspects / Skills:-
Excellent presentation skills
Demonstrated track record of acquiring and managing portfolio of high value customers
Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
Strong strategic, analytical, communication and negotiation skills
High impact communication skills to effectively engage affluent consumers
Ability to manage and implement change initiatives by taking ownership and working with all stakeholders
Strong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit
Superior service skills/"client first" approach resulting in strong customer loyalty

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Corporate Sales

Role:Client Servicing/Key Account Manager

Employment Type:Full Time, Permanent


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Yes Bank Ltd

YES BANK has been recognized amongst the Top and Fastest Growing Banks in various Indian Banking League Tables by prestigious media houses and Global Advisory Firms, and has received several national and international honours for our various Businesses including Corporate Investment Banking, Treasury, Transaction Banking, and Sustainable practices through Responsible Banking.
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Contact Company:Yes Bank Ltd