About the role

Relationship Manager - YF HNI Clients

Job Summary:

Bank is seeking a dedicated Relationship Manager to cultivate and manage relationships with YF HNI clients in the Mumbai region. This role is pivotal in driving growth in banking and investment services while ensuring exceptional client satisfaction and adherence to regulatory standards.

Key Responsibilities:

Manage banking and investments relationships for YF HNI clients, fostering trust and loyalty.
Develop and expand existing client relationships, consistently exceeding client expectations.
Identify and pursue current and potential relationships with significant revenue and growth potential.
Meet and exceed sales targets across various domains including liabilities, retail assets, FOREX, cards, and investments.
Sell a comprehensive range of consumer and commercial products tailored for YES FIRST HNI clients.
Ensure high portfolio quality through regular client engagement and personalized service.
Provide expert financial planning and investment advisory services to enhance client portfolios.
Adhere to risk policies and internal controls, supporting audits as required to maintain compliance.

Requirements:

Bachelor's degree in finance, business, or a related field is required; Master’s degree is preferred.
A minimum of 5 years of relevant experience, with at least 2 years in a similar role as a Relationship Manager.
Proven track record of achieving sales targets and managing HNI client relationships effectively.
Strong knowledge of banking products, investment vehicles, and financial planning strategies.
Excellent communication, negotiation, and interpersonal skills to engage and retain clients.
Ability to work in a target-driven environment and prioritize multiple client accounts.
Familiarity with regulatory guidelines and compliance standards in the financial services industry.

Preferred Qualifications:

Experience in selling financial products and services to high-net-worth individuals (HNI).
CFA or CFP certification is an added advantage.
Demonstrated expertise in risk management and financial advisory.
Strong analytical skills and a proactive approach to problem-solving.

Benefits:

Attractive salary package with performance-based incentives and bonuses.
Comprehensive health insurance plans for employees and their families.
Opportunities for professional development and career advancement within the bank.
Flexible working hours and the option for telecommuting when applicable.
Access to exclusive banking products and financial services for employees.
Employee recognition programs and initiatives to foster a positive work culture.

RM – YF