Anna Nagar Chennai Tamil Nadu Branch manager Jobs – 135 Open Jobs Today

Relationship Manager - Sales CASA
TenHeads Consultants - —Chennai, Tamil Nadu
- ₹50,000 - ₹95,000 a month
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Quick apply
6d
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ATC Global Logistics Pvt Ltd —Chennai, Tamil Nadu
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ASSOCIATED ROAD CARRIERS —Perungudi, Chennai, Tamil Nadu
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Rentokil Initial —Chennai, Tamil Nadu
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Visista —Chennai, Tamil Nadu
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Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
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Desirous Global Consulting —Chennai, Tamil Nadu
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IPCS Global —Tambaram West, Chennai, Tamil Nadu
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5d
Realty Business Finance-Analyst
HDFC Bank —Chennai, Tamil Nadu
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3M —Chennai, Tamil Nadu
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ICICI Prudential Life Insurance —Chennai, Tamil Nadu
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Home First India —Chennai, Tamil Nadu
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Senior Sales Manager
IRISH EXPERT LLP —Chennai, Tamil Nadu
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FINANCE MANAGER
MEL Systems & Services (MELSS) —Chennai, Tamil Nadu
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Data Patterns —Chennai, Tamil Nadu
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World Travel Consortium —Chennai, Tamil Nadu
- ₹30,000 - ₹50,000 a month
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Principal Relationship Manager
Standard Chartered —Chennai, Tamil Nadu
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10d
Field Sales Executive- Vadapalani, Chennai
Rentokil Initial —Vadapalani, Chennai, Tamil Nadu
- Full-time
- Sales
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- Bachelor's degree
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Relationship Manager - Sales CASA

TenHeads Consultants -
Chennai, Tamil Nadu

Quick apply

Job details

Full-time
₹50,000 - ₹95,000 a month
6 days ago

Qualifications

Finance
Master's degree
Bachelor's degree
Business Administration
MBA
Communication skills
Banking
Negotiation

Full job description

Relationship Manager

SUMMARY

The Relationship Manager will be responsible for managing, retaining and growing a portfolio of YES FIRST / HNI and affluent customers. The role involves building deep customer relationships, acquiring incremental business, increasing CASA and investment balances, and providing a superior banking experience.

TECHNICAL SKILLS

Strong relationship-management and customer-handling skills. Good knowledge of CASA, deposits, investments, insurance, mutual funds and retail banking products. Strong sales and business-development orientation. Excellent communication and negotiation skills. Ability to manage HNI / affluent customers. Strong networking and local-market knowledge. Customer-centric approach with high ownership and integrity.

KEY RESPONSIBILITIES

1. Relationship & Portfolio Management - Manage and deepen relationships with YES FIRST / HNI customers. - Understand customers' financial requirements and provide appropriate banking and investment solutions. - Conduct regular customer interactions and portfolio reviews. - Ensure high levels of customer satisfaction and retention. - Identify opportunities to increase the customer's overall wallet share with YES BANK.

2. Business Development & Sales - Achieve assigned targets for CASA, deposits, investments, retail assets, insurance, cards, forex and other banking products. - Generate incremental business from existing relationships through cross-sell and up-sell. - Acquire new customers and develop prospective HNI/affluent relationships. - Increase CASA balances and product penetration within the assigned portfolio. - Drive digital banking and channel adoption.

3. Investment & Wealth Management - Identify customers' investment requirements and offer suitable products. - Generate fee income through investment products, mutual funds, insurance and other third-party products. - Maintain regular portfolio reviews and identify opportunities for additional revenue.

4. Customer Service - Act as the primary point of contact for assigned customers. - Resolve customer queries and service requests within defined TAT. - Coordinate with branch, operations, product and other internal teams for seamless service. - Proactively engage with customers to improve satisfaction and retention.

5. Compliance & Risk - Ensure adherence to KYC, AML, regulatory and internal compliance requirements. - Maintain accurate customer documentation and records. - Follow YES BANK's sales, risk and operational processes. - Ensure responsible selling and appropriate product suitability.

EDUCATIONAL QUALIFICATION -

Graduate in any discipline. - MBA/PGDM/Finance-related qualification preferred. EXPERIENCE Typically 2+ years of relevant banking/relationship-management experience, depending on the specific YF opening. Recent YES BANK RM postings have required banking RM experience and knowledge of CASA/third-party products.

KEY PERFORMANCE INDICATORS (KPIS) -

CASA / deposit growth - Investment and fee-income generation - Cross-sell and product penetration - New customer acquisition - Portfolio growth and wallet share - Customer retention and satisfaction - Digital/channel activation - Compliance and portfolio hygiene

Pay: ₹50,000.00 - ₹95,000.00 per month

Work Location: In person

Quick apply

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