Yes First Relationship Managet

Key Roles & 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 BankCustomer 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

insuranceProcess 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