Relationship Manager Yes First
Posted Updated
Description
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">§<font class="font7"> </font><font class="font5">Relationship Management :</font></td>
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<td height="44" class="xl66" width="896" style="height:33.0pt;width:672pt">ü<font class="font7"> </font><font class="font6">Managing the banking and
investments relationship of YES FIRST clients and responsible for overall
growth of Liabilities & Investment business from HNI segment</font></td>
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<td height="44" class="xl66" width="896" style="height:33.0pt;width:672pt">ü<font class="font7"> </font><font class="font6">Develop, manage, and expand
YES FIRST customer relationships by providing service level which exceeds
client expectations of most important customer segment.</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Identify current and
potential relationship with additional revenue potential and grow business</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">§<font class="font7"> </font><font class="font5">Generating Incremental
Business</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Sales targets spread across
liabilities, retail assets, business banking, FOREX, cards, investments etc.</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Proactively sell the full
range of consumer and commercial product to current and potential Yes FIRST
HNI Relationships</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Increase CASA balance in
allocated portfolio either through Deepening or Acquisition</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Driving higher product and
channel penetration to deepen mapped relationships and to increase wallet
share with YES Bank</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">§<font class="font7"> </font><font class="font5">Customer Engagement:</font></td>
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<td height="23" class="xl66" width="896" style="height:17.25pt;width:672pt">ü<font class="font7"> </font><font class="font6">Ensuring portfolio quality by
regularly engaging with each mapped relationship and maintaining the desired
relationship values</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Face to the client and First
person Responsible for service and sales satisfaction of mapped clients</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">§<font class="font7"> </font><font class="font5">Investment Advisory</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Financial Planning and
Investment Advisory to HNI clients</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Driving revenue business to
generate fee income through products like mutual funds, investments and
insurance</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">§<font class="font7"> </font><font class="font5">Process and Audit</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Ensure all sales activity is
recorded online as per the organizational process</font></td>
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<td height="22" class="xl66" width="896" style="height:16.5pt;width:672pt">ü<font class="font7"> </font><font class="font6">Capture and maximize the
business opportunity through detailed client profiling as per organizational
process</font></td>
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