Relationship Manager Yes First

Core Responsibilities

• 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

People Management Or Self-Management Responsibilities NA

Risk And Internal Control Responsibilities NA

SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications

• Graduation (Post Graduate preferred)
• AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Professional Certifications Skills

• Good written and verbal communication skills
• Fully conversant with MS Office
• Excellent networking & interpersonal skills
• Sensitive to issues of confidentially and compliance
• Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
• Knowledge of regulatory guidelines

Experience Years of Experience Minimum 4 years of work experience in Banking & Financial Services Organizations

SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core Competencies Competency Name Behaviors

• Customer Focus
• Listens to and demonstrates an understanding of customers’ stated needs
• Delivers customer value through timely and quality execution
• Develops an understanding of problems and employs existing or new methods to find solutions
• Professional Entrepreneurship
• Takes proactive and constructive action at work with little or no direction from others
• Displays responsibility for problems, initiatives and tasks that lie within the domain of own role
• Drive for Results
• Seeks to understand the rationale for key decisions and understands implications for own role/ actions
• Displays a sense of urgency to deliver outcomes as per stated timelines
• Reacts to challenges by displaying an optimistic demeanor
• Influence and Impact
• Uses simple persuasion techniques to achieve the desired result / action / commitment from others
• Responds to stated requirements of internal/ external stakeholders by keeping a solution oriented mindset