SECTION I: BASIC INFORMATION

Job Title Relationship Manager YES FIRST Functional Title Relationship Manager – YES FIRST

Grade Manager / Senior Manger Management Band Junior Management

Business Unit Branch Banking Division

SECTION II

KEY RESPONSIBILITIES/ ACCOUNTABILITIES

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

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 qualified 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.

SECTION III

KNOWLEDGE & EXPERIENCE

Minimum Qualifications :- Bachelor’s degree • Master’s degree is preferred

Years of Experience- A minimum of 4 years of relevant experience with at least 2 years in a similar role

📌 Opening For YF-RM (Bengaluru)
🏢 Yes Bank
📍 Bengaluru