Financial Partner, Financial AdvisorChennai

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  • CategoryBanking
  • Sub CategoryOfficer
  • LocationChennai
  • CompanyYes Bank
  • Posted date on our Website02 June 2015
  • Expiration Date30 June 2015

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Here are the details of Financial Partner, Financial Advisor job in Yes Bank. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.

Posting Date:- May 29, 2015

Job Description: -   

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

Location:- Chennai

Required Experience:- 4-10 yrs

Positions:     10 

Click Here for more details.

About Yes Bank:-

Yes Bank was established in 2004. It offers a full-range of client-focused corporate banking services, including working capital finance, specialized corporate finance, trade and transactional services, treasury risk management services, investment banking solutions and liquidity management solutions among others to a highly focused client base. The Bank also has a widespread branch network of over 264 branches across 180 cities, with over 275 ATM's and 2 National Operating Centres in Mumbai and Gurgaon. Since inception, YES BANK has adopted innovative and creative technologies that facilitate robust systems and processes and facilitate in the delivery of world-class banking solutions that significantly improve the business and financial efficiency of its clients.

Working at Yes Bank - Why  should i join Yes Bank:-

YES BANK pursues a strong Employee Value Proposition of ‘Creating & Sharing Value’ with a vision to build an organisation driven by Professional Entrepreneurship, where all YES BANK’ers truly partner to direct, manage and accelerate the development of YES BANK as the Young and Dynamic Bank of “Emerging India”.

YES BANK recognizes that the only real source of sustainable competitive advantage for an organization is the power of its High Quality Human Capital. Therefore, we foster a leadership mindset that embraces meritocracy as a vital force to reward performance and exceptional competency.

YES BANK is working closely with leading international consultants, including Hewitt and Korn Ferry,to operationalize this strategy and ensure that the organizational architecture of the Bank is operational and adequately supports its business plans.
 

Contact Details:

YES BANK Limited
Nehru Centre, 9th floor,
Discovery of India, Dr. A.B. Road, Worli,
Mumbai – 400 018, India.
Tel: +91 (22) 6669 9000
Fax: +91 (22) 2490 0314
 

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