Relationship Manager Yes First

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
Professional 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

Work arrangement
No