Relationship Manager Yes First

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

• Seniority: Mid Level
• Languages: English