Grade

Manager Senior Manager

Business Unit

Affluent Banking and Retail Wealth

Management Band

Junior Management

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

Minimum Qualifications

Graduation (Post Graduate preferred)





AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Skilled 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

Core Competencies : -

- 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 easy 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
- Quality Focus




- Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work
- Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement

Leadership Competencies : -

- Lead the way
- Displays awareness and understanding of the external environment relevant to own area of work and is able to assess their impact on the business in which he operates
- Translates the Banks vision to own sphere of work and defines plan for achievement of the growth and scale objectives
- Actively seeks, identifies and promotes opportunities to try out new ideas
- Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand
- Lead and Develop people
- Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance
- Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority
- Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support
- Enables Change
- Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches
- Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition
- Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety

If interested share -

[email protected]

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