About the role

§Relationship Management : üManaging the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment üDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. üIdentify current and potential relationship with additional revenue potential and grow business §Generating Incremental Business üSales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. üProactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships üIncrease CASA balance in allocated portfolio either through Deepening or Acquisition üDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank §Customer Engagement: üEnsuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values üFace to the client and First person Responsible for service and sales satisfaction of mapped clients §Investment Advisory üFinancial Planning and Investment Advisory to HNI clients üDriving revenue business to generate fee income through products like mutual funds, investments and insurance §Process and Audit üEnsure all sales activity is recorded online as per the organizational process üCapture and maximize the business opportunity through detailed client profiling as per organizational process

Relationship Manager Yes First

About the role

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