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 skilled/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.

SECTION III: KNOWLEDGE & EXPERIENCE

Minimum Qualifications

- Bachelors degree
- Masters degree is preferred

Years of Experience

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

Email: [email protected]

📌 Relationship Manager- Yes Bank Urgent Opening (Indore)
🏢 Yes Bank
📍 Indore