Candidate Profile
• Experience in Sales and relationship management.
• Proven success track record with experience to conduct risk profiling of all mapped clients.
• Experience in handling all Banking & Investment Products.
• Demonstrated ability in Sales planning.
• Strong communication and negotiation skills with the ability to influence outcomes.
• Networking ability to manage interdepartmental deliverables.
• Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit.
• High levels of general knowledge / current affairs; especially in financial matters.
• AMFI Certification is mandatory.
• Any Post-Graduation.
• Experience in Sales and relationship management.
• Proven success track record with experience to conduct risk profiling of all mapped clients.
• Experience in handling all Banking & Investment Products.
• Demonstrated ability in Sales planning.
• Strong communication and negotiation skills with the ability to influence outcomes.
• Networking ability to manage interdepartmental deliverables.
• Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit.
• High levels of general knowledge / current affairs; especially in financial matters.
• AMFI Certification is mandatory.
• Any Post-Graduation.
Experience: 3 – 7 Years
Location: Delhi/NCR
Compensation: Best in the Industry
Industry Type: Banking/Financial Services/Broking
Role: Portfolio Manager
Functional Area: Banking / Insurance
Location: Delhi/NCR
Compensation: Best in the Industry
Industry Type: Banking/Financial Services/Broking
Role: Portfolio Manager
Functional Area: Banking / Insurance
Description – Yes Bank Careers 2010 Financial Advisor
RELATIONSHIP MANAGEMENT
• Building a healthy GL book.
• Top line growth across segments and products.
• Generate fee revenue through third-party investments.
• Segmented service delivery.
• Compliance with key regulatory and bank level requirements.
• Generate new business to achieve defined sales targets.
• Analyse, understand customer’s 360 degree financial needs & fulfill with appropriate products.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics.
• Present the face of the Bank to the High Net Worth customer.
• Achieve the Targets set in terms of product mix.
• Induction of all new customers into YBL.
• Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
• Building a healthy GL book.
• Top line growth across segments and products.
• Generate fee revenue through third-party investments.
• Segmented service delivery.
• Compliance with key regulatory and bank level requirements.
• Generate new business to achieve defined sales targets.
• Analyse, understand customer’s 360 degree financial needs & fulfill with appropriate products.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics.
• Present the face of the Bank to the High Net Worth customer.
• Achieve the Targets set in terms of product mix.
• Induction of all new customers into YBL.
• Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
SALES MIS
• Update & maintain all Sales MIS (Calls, Prospects, Attrition, etc.)
• Update & maintain all Sales MIS (Calls, Prospects, Attrition, etc.)
Company Profile
YES BANK has been conceived in the spirit of professional entrepreneurship, with an unstinted commitment to establish a high quality, technology driven, state-of-the-art private Indian Bank catering to ‘Emerging India’.
YES BANK has been conceived in the spirit of professional entrepreneurship, with an unstinted commitment to establish a high quality, technology driven, state-of-the-art private Indian Bank catering to ‘Emerging India’.
Financial Trust
The vast banking experience of our Promoters, Rana Kapoor and Ashok Kapur, has been strengthened by the financial support of Rabobank Nederland, the world’s only AAA rated private Bank, and three respected global institutional private equity investors, CVC Citigroup, AIF Capital and ChrysCapital, to provide YES BANK a strong foundation of enduring financial trust.
The vast banking experience of our Promoters, Rana Kapoor and Ashok Kapur, has been strengthened by the financial support of Rabobank Nederland, the world’s only AAA rated private Bank, and three respected global institutional private equity investors, CVC Citigroup, AIF Capital and ChrysCapital, to provide YES BANK a strong foundation of enduring financial trust.
Human Capital
At YES BANK, we look to offer comprehensive banking and financial solutions. Which is why, we have inducted top quality Human Capital across all our banking functions, including Corporate & Institutional Banking, Financial Markets, Investment Banking, Business & Transactional Banking and Retail Banking & Wealth Management.
At YES BANK, we look to offer comprehensive banking and financial solutions. Which is why, we have inducted top quality Human Capital across all our banking functions, including Corporate & Institutional Banking, Financial Markets, Investment Banking, Business & Transactional Banking and Retail Banking & Wealth Management.
Knowledge Banking
Our differentiated view of banking as a knowledge-based industry has ensured that our Bankers are also industry experts in sectors like Food & Agribusiness, Life sciences, Telecommunications, Media & Technology, Infrastructure and Manufacturing & Textiles. These Knowledge Bankers offer invaluable and in-depth insights into these sectors, thereby helping our clients to develop great ideas and nurture them to fruition.
Our differentiated view of banking as a knowledge-based industry has ensured that our Bankers are also industry experts in sectors like Food & Agribusiness, Life sciences, Telecommunications, Media & Technology, Infrastructure and Manufacturing & Textiles. These Knowledge Bankers offer invaluable and in-depth insights into these sectors, thereby helping our clients to develop great ideas and nurture them to fruition.
Responsible Banking
Our commitment extends further, from our customers, investors, stakeholders and employees to society at large. By focusing on sustainability and corporate social responsibility, we aspire to be a role model institution in Responsible Banking.
Our commitment extends further, from our customers, investors, stakeholders and employees to society at large. By focusing on sustainability and corporate social responsibility, we aspire to be a role model institution in Responsible Banking.
Growth
Indeed, at YES BANK, we look to partner the growth of our clients, while they gain from leveraging our financial expertise, thereby enabling us to accomplish our mission of “Creating and Sharing Value”.
Indeed, at YES BANK, we look to partner the growth of our clients, while they gain from leveraging our financial expertise, thereby enabling us to accomplish our mission of “Creating and Sharing Value”.
At YES BANK, we “Say YES”. Yes, we will offer innovative financial solutions. Yes, we will adopt international best practices, and provide the highest standards of service delivery and operational excellence. Yes, we will provide you with a delightful banking experience expressed with simplicity, empathy and totality.
Company Name: Yes Bank Ltd
Email Address: ms.tanu@yesbank.in
Email Address: ms.tanu@yesbank.in
Find more details on Financial Advisor Job at Yes Bank and apply online.
source from:bankjobsite.com
source from:bankjobsite.com
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