Job Summary
Location
Uttar Pradesh,Lucknow
Experience
0 - 0 years
Skills
Sales Manager (wholesale Trade),
Sales And Marketing Managers, Other,
Sales Manager (retail Trade)
Last Date to Apply
06 Dec 2020
 
Cluster Relationship Leader Wealth
Yes Bank
Posted on: 07 Oct 2020
Job Description

Job Description :
Responsibilities CRL role will be responsible for managing a team of 6 to 8 RMYPs & RMYFs who manage portfolios of high net-worth individuals of Yes Bank Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs. Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers Expected Candidate Age: Minimum 27 to Maximum 33 years Profile Education: Post Graduate Past Experience: 5 to 10 years of work experience in Banking organizations in Senior Relationship Management or Wealth Management roles Should be well versed with all banking products and operations. Should be a specialist in wealth management and be able to independently source investments and insurance business from high net worth customers Should be self motivated and a team player Should have strong communication and relationship building skills Previous experience of handling a team of Relationship Manager will be an added advantage 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 Qualifications :
Responsibilities CRL role will be responsible for managing a team of 6 to 8 RMYPs & RMYFs who manage portfolios of high net-worth individuals of Yes Bank Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs. Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers Expected Candidate Age: Minimum 27 to Maximum 33 years Profile Education: Post Graduate Past Experience: 5 to 10 years of work experience in Banking organizations in Senior Relationship Management or Wealth Management roles Should be well versed with all banking products and operations. Should be a specialist in wealth management and be able to independently source investments and insurance business from high net worth customers Should be self motivated and a team player Should have strong communication and relationship building skills Previous experience of handling a team of Relationship Manager will be an added advantage 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
Send me OTP quit