Relationship Manager Yes First

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 businessGenerating 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 clientsInvestment 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 processSelf-Management Responsibilities▪Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.▪Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.▪Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.▪Keeps abreast of relevant professional/industry developments,Risk And Internal Control Responsibilities▪Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.▪Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.