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Business Relationship Leader

Kolkata, WB
Job Code:
  • Banking & Finance
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Job Details

To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segmentsTo Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experienceTo ensure high value enhancement through acquisition & deepening in the mapped portfolioTo Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSMTo focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SATo ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquiredTo Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.To ensure Sales process adherence & desired value productivity of BRPsTo ensure that team of BRPs meets Yes Performance standards (YPS)To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needsTo ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchmentTo monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and toolsTo ensure proactive migration of portfolio customers to direct banking channels esp. Net BankingTo maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarkingTo develop and continuously upgrade new innovative sales channels & techniques to maximize productivityTo implement the sales monitoring mechanism to measure the productivity of the teamTo monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlledTo derive insights to Competitor Sales activities and effectively counter the efforts Key SkillsExcellent presentation skillsDemonstrated track record of acquiring and managing portfolio of high value customersDemonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Strong strategic, analytical, communication and negotiation skillsHigh impact communication skills to effectively engage affluent consumersAbility to manage and implement change initiatives by taking ownership and working with all stakeholdersStrong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit Superior service skills/"client first" approach resulting in strong customer loyalty
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-8


Accounting/Financial Products | Channel Sales | Client Servicing | Relationship/Account Servicing
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