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