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

People Management Or Self-Management Responsibilities NA Risk And Internal Control Responsibilities

NA

SECTION V: KNOWLEDGE & EXPERIENCE

KNOWLEDGE





Minimum Qualifications

- Graduation (Post Graduate preferred)
- AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Qualified Certifications

Skills

- Good written and verbal communication skills
- Fully conversant with MS Office
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
- Knowledge of regulatory guidelines

Experience

Years of Experience Minimum 4 years of work experience in Banking & Financial Services Organizations SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORS

BEHAVIORAL COMPETENCIES

Core Competencies

Competency Name

Behaviors

- Customer Focus
- Listens to and demonstrates an understanding of customers’ stated needs
- Delivers customer value through timely and quality execution
- Develops an understanding of problems and employs existing or new methods to find solutions
- Professional Entrepreneurship
- Takes proactive and constructive action at work with little or no direction from others
- Displays responsibility for problems, initiatives and tasks that lie within the domain of own role
- Drive for Results
- Seeks to understand the rationale for key decisions and understands implications for own role/ actions
- Displays a sense of urgency to deliver outcomes as per stated timelines
- Reacts to challenges by displaying an optimistic demeanor
- Influence and Impact
- Uses simple persuasion techniques to achieve the desired result / action / commitment from others
- Responds to stated requirements of internal/ external stakeholders by keeping a solution oriented mindset

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