Role Summary

The role holder is responsible for managing YES FIRST customers and driving growth of HNI segment across all business products. The incumbent must act as a one point of contact for HNI clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.

Key Responsibilities

Relationship Management :

 Manages the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

 Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most significant customer segment.

 Identifies current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

 Completes 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





 Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank

Customer Engagement

 Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

 Investment Advisory

 Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

 Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

 Ensures all sales activity is recorded online as per the organizational process

 Captures and maximizes 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

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