Emerging Channel PSM

Position :- RTFx Emerging PSM-

Grade :-SM/AVP / VP

Business Unit :-Fee Based Businesses

Department :-Retail Trade and Forex Sales Management

RESPONSIBILITIES/ ACCOUNTABILITIES

• Driving initiatives for Retail Trade, Forex and CMS business (income delivery) in the assigned geography from Yes Private Domestic, Yes Private NR.
• Responsible for business delivery and capability creation of Capital Account Business and Escrow Account from across BUs,
• Responsible for Trade Backed Lending cases through ELC from across BUs
• Book Scoping and identifying opportunity of TFX & CMS client from the mapped book of Yes Private
• Proliferation of TFX Strategy in terms of input and output right down to the last mile
• Responsible for identifying and tying up with PE/PV and other influencers to capture the Startup Space
• Partnership with Associations to enhance more leads and opportunities in cross border and CMS solutions
• Drive B2B2C opportunities with the help of regional / zonal leadership
• Engagement with Business Leaders, ZH, RH, RM of Yes Private, ELC to drive TFX & CMS business

Core Responsibilities

• Provide Solutions by Collaborating with Product support and Technology
• Directly Managed Stakeholders: ZBH / TLs and RMs of the YES Pvt Team & ELC Team
• Driving TFX Led Sales Calls and Hygiene Parameters in the same

Resources Level Activation of Yes Private from TFX &CMS and PSM Level Activation in Capital Account Transaction and Escrow

• Proliferation of TFX and CMS Strategy in terms of input and output right down to the last mile
• Partnership with Associations to enhance more leads and opportunities in cross border and CMS solutions.
• Structured approach with the Alliances and Intermediaries to have more leads in the wallet of Capital Account Txn
• Working Closely with BU for generating leads and more opportunities in CAT
• Monitor RBI and other Regulatory Pendency related to CAT

People Management or Self-Management Responsibilities Regular Training of resources on products, processes, competition benchmarking within the Trade / Forex / CMS domain / CAT / TBL

• Support PSMs for processing the transactions related to capital Accounts.
• Due Diligence and Compliance of CAT Transactions (Pre/Post).

Regular Training of Yes Private RM, Service RM, TL of TFX product and Process