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YES Bank

Service Relationship Manager

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Description

<table border="0" cellpadding="0" cellspacing="0" width="879" style="width: 659pt;"> <colgroup><col width="879" style="mso-width-source:userset;mso-width-alt:32146;width:659pt"> </colgroup><tbody><tr height="20" style="height:15.0pt"> <td height="20" class="xl69" width="879" style="height:15.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Superior Service Delivery:&nbsp;</font></td> </tr> <tr height="66" style="height:49.5pt"> <td height="66" class="xl66" width="879" style="height:49.5pt;width:659pt">RM is primary point of contact for all client requirements, however, the sales nature of RM role requires him to be out of the Branch and not able to coordinate for service requirements of the client. YES FIRST Service Anchor will ensure delivery of superior service to YF clients through:</td> </tr> <tr height="22" style="height:16.5pt"> <td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt">ü<font class="font7">&nbsp; </font><font class="font6">First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients</font></td> </tr> <tr height="44" style="height:33.0pt"> <td height="44" class="xl67" width="879" style="height:33.0pt;width:659pt">ü<font class="font7">&nbsp; </font><font class="font6">Take ownership for end to end closure and delivery of service to YES FIRST clients through coordination for service and transactional requirements</font></td> </tr> <tr height="22" style="height:16.5pt"> <td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt">ü<font class="font7">&nbsp; </font><font class="font6">Provide a product and process level expertise to YF clients to ensure that service standards are met</font></td> </tr> <tr height="20" style="height:15.0pt"> <td height="20" class="xl68" width="879" style="height:15.0pt;width:659pt">&nbsp;</td> </tr> <tr height="20" style="height:15.0pt"> <td height="20" class="xl69" width="879" style="height:15.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Service Support of the RM for Client:</font><font class="font6">&nbsp;</font></td> </tr> <tr height="65" style="mso-height-source:userset;height:48.75pt"> <td height="65" class="xl66" width="879" style="height:48.75pt;width:659pt">Ensure continuity of client engagement on the service delivery front in case of unavailability of RM due to various RM leave, Attrition Gap Period. During the RM absence, while the sales and productivity is deferred, continuity is engagement is critical on the service front in order to ring fence the client. This is even crucial considering that most attriting RMs join the competition.</td> </tr> <tr height="20" style="height:15.0pt"> <td height="20" class="xl69" width="879" style="height:15.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">In bound RM engagement:</font></td> </tr> <tr height="44" style="height:33.0pt"> <td height="44" class="xl66" width="879" style="height:33.0pt;width:659pt">The proposed branches for YF Service Anchor has base of YES FIRST clients &gt; 400 whereby walk-in of YES FIRST clients is a regular feature. At the time of Walk-in of YF client, following is important</td> </tr> <tr height="22" style="height:16.5pt"> <td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt">ü<font class="font7">&nbsp; </font><font class="font6">Attend to walk-in of YF clients if any and engage with clients and provide unified service face</font></td> </tr> <tr height="22" style="height:16.5pt"> <td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt">ü<font class="font7">&nbsp; </font><font class="font6">Provide single point of ownership to resolve service query across products</font></td> </tr> <tr height="20" style="height:15.0pt"> <td height="20" class="xl68" width="879" style="height:15.0pt;width:659pt">&nbsp;</td> </tr> <tr height="88" style="height:66.0pt"> <td height="88" class="xl69" width="879" style="height:66.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Pro-active Service Responsibility and Ownership</font><font class="font6">: Success of client service delivery forms a key base for YBL ability to engage with client on channel activation and cross sell. Making a pro-active engagement with clients over phone just to take stock of overall service satisfaction or solve any pending service grievance will go a long way to ensure service satisfaction for YF clients</font></td> </tr> <tr height="44" style="height:33.0pt"> <td height="44" class="xl69" width="879" style="height:33.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Create auto model for eliminating escalations</font><font class="font6">: Service Anchor is required to ensure all service delivery issues of Yes First clients resolved at branch level with near zero escalations.&nbsp;</font></td> </tr> <tr height="44" style="height:33.0pt"> <td height="44" class="xl69" width="879" style="height:33.0pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Personal Integrity: </font><font class="font6">&nbsp;Maintain customer privacy &amp; ensure that there is no compromise </font><font class="font8">on customer </font><font class="font6">information with third party. Maintain &amp; follow Yes Personality guidelines &amp; keep oneself updated with basic Banking regulations/knowledge.</font></td> </tr> <tr height="45" style="height:33.75pt"> <td height="45" class="xl70" width="879" style="height:33.75pt;width:659pt">·<font class="font7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font><font class="font5">Team Work</font><font class="font6"> : Being&nbsp; proactive to take on work to balance the team workload without compromise on core deliverables &amp; able to </font><font class="font8">communicate well with staff of all levels</font></td> </tr></tbody></table>
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