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 significant 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

SelfManagement

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 needed.

If Interest drop your resume at [email protected]

📌 Yes First Relationship Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai