SECTION I: BASIC INFORMATIONJob TitleRelationship Manager YES FIRSTFunctional TitleRelationship Manager YES FIRSTGradeManager / Senior MangerManagement BandJunior ManagementBusiness UnitBranch BankingDivision
SECTION II: KEY RESPONSIBILITIES/ ACCOUNTABILITIESCore 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 prospect 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 th

📌 Yes First Relationship Manager- Yes Ban (Bhopal)
🏢 Yes Bank
📍 Bhopal