Relationship Manager YES First

Grade

Manager Senior Manager

Business Unit

Affluent Banking and Retail Wealth

Management Band

Junior Management

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

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

Core Competencies : -

• 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
• Quality Focus
• Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work
• Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement

Leadership Competencies : -

• Lead the way
• Displays awareness and understanding of the external environment relevant to own area of work and is able to assess their impact on the business in which he operates
• Translates the Banks vision to own sphere of work and defines plan for achievement of the growth and scale objectives
• Actively seeks, identifies and promotes opportunities to try out new ideas
• Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand
• Lead and Develop people
• Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance
• Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority
• Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support
• Enables Change
• Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches
• Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition
• Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety

If interested share -

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