NextHire Try for free

YES Bank

Posted 15 Oct 2023

Cluster Head NRI

Apply with NextHire Auto Apply fills in the application for you.
Team
Wealth and Yes First Business
Posted
15 Oct 2023

About the role

üProvide expertise on Relationship Managemet in region.  üFulfill YES FIRST goals, ensure focus on B2B2C acquisition, targeted approach to specific client segments, events initiated by MD CEO office.  üLead RMs for portfolio growth by focus on existing large relationship. manage regions Top 50 clients to ensure superior experience.  üInduct NTB HNI relationship.  üImprove client experience across by Acquisition, On boarding, Profiling, Regular Contact, Client Complaints, Trouble Shooting, Client Handover and Attrition. Ensure RM performance across CA, SA, Liabilities Bk, Investments, Ins.  üTrade, FX, Cards etc. Provide product, process for sales and service of HNI clients, feedback to Program Team for improvement. üComplete requirements for Investments AMFI, IRDA bus and YBL COC for RMs along with HCM and Compliance. Work with HCM to ensure recruitment of RMs ,Build Team Capability to cross sell product, Develop Fin Planning, Advisory expertise, Provide learning through Joint Calls, Ensure positivity, team motivation.  üProcess 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

Similar jobs

See every job

85% of jobs are never posted

The AI Outreach Agent writes to recruiters and hiring managers at the companies you pick, from your own Gmail.

Try AI Outreach