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Senior Financial Advisor

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Relationship Management Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, 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 businessGenerating Incremental BusinessSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationshipso Increase CASA balance in allocated portfolio either through Deepening or Acquisitiono Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank? Customer Engagemento Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valueso Face to the client and First person Responsible for service and sales satisfaction of mapped clients? Investment Advisoryo Financial Planning and Investment Advisory to HNI clientso Driving revenue business to generate fee income through products like mutual funds, investments and insurance? Process and Audito Ensure all sales activity is recorded online as per the organizational processo Capture and maximize the business opportunity through detailed client profiling as per organizational processKey SkillsGood written and verbal communication skills Fully conversant with MS OfficeExcellent networking & interpersonal skills Sensitive to issues of confidentially and complianceMarket knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines
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: 6-10


Finance/Budgeting | Financial Analysis | Investment Banking | Investor Relationship
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