Yes Premia Relationship Manager

Company Description YES BANK is a leading Indian private sector bank focused on transforming the financial landscape through innovative, transparent, and technology-driven banking solutions. With an extensive national presence and a diverse portfolio across Retail, MSME, and Corporate banking, the bank offers a full range of financial services to individuals, businesses, and communities. YES BANK processes a significant share of the country’s UPI transactions, reflecting its strong digital capabilities and commitment to seamless customer experiences. Guided by robust risk management and sustainability principles, the bank emphasizes long-term relationships, financial security, and positive social and environmental impact. Team members join a dynamic environment that values learning, growth, and meaningful contributions to the future of banking.
Role Description The Yes Premia Relationship Manager role at YES BANK is a full-time, on-site position based in Frazer, PA. The individual in this role is responsible for managing and deepening relationships with Yes Premia customers, serving as a primary point of contact for their banking and financial needs. Day-to-day responsibilities include understanding client profiles, recommending suitable banking products and services, coordinating account openings and service requests, and ensuring high-quality, responsive customer support. The role also involves monitoring account activity, identifying cross-selling and up-selling opportunities, collaborating with internal teams to resolve issues promptly, and maintaining compliance with all regulatory and internal policies. The Relationship Manager is expected to provide proactive engagement, regular portfolio reviews, and a seamless client experience that supports customer retention and portfolio growth.
Qualifications

• Strong customer relationship management and client service skills, with the ability to build trust and maintain long-term partnerships.
• Solid understanding of retail and wealth banking products and services, including deposits, loans, cards, and investment-related offerings.
• Sales and cross-selling capabilities, with experience in meeting targets through consultative, needs-based conversations.
• Analytical and problem-solving abilities to assess customer requirements, review portfolio performance, and address service issues effectively.
• Excellent communication and interpersonal skills, including clear verbal and written communication and confident in-person interaction.
• Attention to detail and adherence to risk, compliance, and security protocols in line with banking regulations and internal policies.
• Comfort working with banking technology platforms, CRM tools, and digital payment systems; familiarity with UPI and digital banking is an advantage.
• Bachelor’s degree in business, finance, economics, or a related field; prior experience in retail banking, relationship management, or financial services is preferred.
• Proactive, goal-oriented work style, with the ability to manage multiple customer portfolios and priorities in a fast-paced environment.