(H378) | Relationship Manager

(H378) | Relationship Manager

14 Nov
Yes Bank Ltd

14 Nov

Yes Bank Ltd


Job Description

Relationship Manager - ( REL00008K )


Relationship Management :

Manages the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identifies current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

Completes 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

Deepens relationship to increase CASA balance in allocated portfolio

Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

Customer Engagement:

Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Investment Advisory

Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

Ensures all sales activity is recorded online as per the organizational process

Captures and maximizes the business opportunity through detailed client profiling as per organizational process SECTION I: BASIC INFORMATION Job Code

Cost Center

Job Title

Financial Advisor (FA) Functional Title

Financial Advisor (FA) Grade

Manager / Senior Manger/AVP Management Band

Junior Management/Middle Management Business Unit

Branch Banking Division

Branch Yes First & Wealth Management Department

Branch Yes First & Wealth Management Location

Pan India Reporting to

BBL/SBL No. of Direct Reports


The role holder is responsible for managing YES FIRST customers and driving growth of HNI segment across all business products. The incumbent must act as a one point of contact for HNI clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.

Confidential Page 36 of 130

Self-Management Responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.


KNOWLEDGE Minimum Qualifications

Bachelors degree

Masters degree is preferred Professional Certifications

AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Language Skills

Written and spoken English is essential EXPERIENCE Years of Experience

A minimum of 3-5 years of relevant experience with at least 2 years in a similar role Nature of Experience

Prior experience in BFSI Sector

Primary Location : India-Punjab-Bathinda

Work Locations : Bathinda

Ground Floor Oracle MC no 2683 Main GT Road Guru Kashi Marg PO Bathinda (Punjab) PIN 151001


Job : Relationship Manager

Organization : Branch Banking

Schedule : Regular

Shift : Standard

Job Type : Full-time

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