08 Mar

Finaincial Advisor - Delhi - Yes Bank

Position
Finaincial Advisor
Company
Yes Bank
Location
Delhi DL
Opening
08 Mar, 2017 30+ days ago

Yes Bank as the company that open the jobs vacancy, have some qualification and spesification especially for the Finaincial Advisor jobs vacancy. To find out more information and about qualification and spesification details, walkin interview schedule, the address of the company, the company contact info (email/phone number) of Yes Bank company, please start to apply for the job vacancy with fill the jobs application with click the 'Apply This Job' button below.

Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
Financial Planning and Investment Advisory to HNI clients
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process 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

Key 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


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