Yes Bank Job Opening Financial Advisor / Partner All Mumbai Location Interview 22 December2014
Yes Bank is looking for the role of Financial Advisor / Financial Partner / Financial Advisor_NRI for our client Yes Bank Ltd. (For Central & Harbour line)
Note: This Profile is acquisition based. Person interested in to acquisition can revert me. And operations profiles don't forward your profile. Before forwarding your resume please go through Job Description.
Designation: Financial Advisor / Financial Partner / Financial Advisor_NRI
Year of Experience: Minimum 1 year and more.
Location: All over Mumbai
Qualification: Atleast Graduate (any Stream). MBA will add advantage.
CTC offered: Best In Industry.
FA / FP 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.
FA_NRI Job Description:
* Experience of minimum 3-4 years as NRI Relationship Manager in a private sector or foreign bank.
* Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base.
* Candidate should have a clear focus on large value to grow the GIB book size for the branch.
* Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits.
* He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business.
* He should have cross sell skills for sale of third party products like Life Insurance and Mutual Funds.
Interview Details:
Date: 22th Dec 2014
Time: 10 am to 5 pm
Document to be carried for interview: Pan Card Copy, 3 month Salary Slips, 3 month Bank Statement, Passport Size photo and Updated CV.
Round of Interview: All 3 round.
Positions opened: 20 positions.
Interested candidate please send me your updated resume along with CTC details, Current Company Branch, Current Location and CTC expectation on pristinefarhat@gmail.com. If any queries feel free to call on this number 02223526097.
Farhat Shaikh
Pristine Placement Consultancy
pristinefarhat@gmail.com
02223526097
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