URGENTLY HIRING FOR MUMBAI, AHMEDABAD AND NOIDA! ROLE SUMMARY The role holder is responsible leading a team of Relationship managers for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 250-1500 crore turnover), offering them entire suite of banks product. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial . N/A Responsibilities Team Management . Manage and lead a group of Relationship Managers to achieve their respective goals and objectives which are in line with the banks overall strategy and objective Promoter/ Top Management Relationship . Engage and maintain relationship with top management and promoters of the client on regular basis . Understand the promoters / top managements financial needs and challenges and provide suitable solutions for it Revenue Generation . Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management . . . Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Core Responsibilities Communication/PR of Banks products . Undertakes brand communication initiatives for designated products . Communicates product positioning messaging that differentiates YES Banks products in the market Market Research . Illustrates understanding of consumers, competition and current market conditions through primary and secondary research Credit Appraisal . Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance . To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group . Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. People Management Responsibilities . . . Implements the risk policies and processes (operational, regulatory, financial, informational, reputational and audit risks), ensuring that that these meet regulatory and internal requirements. Implements the internal control systems in the department and participates in the departmental audits. Risk and Internal Control Responsibilities Implements practices to bridge gaps identified during departmental audits. SECTION IV: KEY INTERACTIONS Purpose of Interaction Key Internal Interactions Risk Management . For coordinating the ways to mitigate risk involve in a deal Frequency:- Weekly CMS CAD TBG . . For coordinating on all technology aspects related to Clients interface Frequency:- Weekly For coordinating the issue of FL and understanding the changes needed in CAM Frequency:- Weekly . . For ensuring that customer have smooth transaction experience Frequency:- Weekly For understanding the legal aspects of the deal and ensure that there is no legal fallout Frequency:- Weekly Legal Key External Interactions Purpose of Interaction . . For understanding the financial needs of the customer and providing suitable solutions Frequency:- Weekly For understanding their needs and to seek out opportunities of new business and engagement Frequency:- Weekly Customer Promoters / Top Management .

SECTION I: BASIC INFORMATION Job TitleNRI Relationship Manager Grade Senior Officer / AM Management Band Juinor Management Business Unit Retail Banking Division Manager to Vice President Department Service Management Location : Anand/ Surat/ Maninagar Reporting to Senior Sales Manager SECTION II: ROLE SUMMARY To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch People Management or Self-Management Responsibilities Risk and Internal Control Responsibilities SECTION IV: KEY INTERACTIONS Key Internal Interactions Purpose of Interaction Key External Interactions Purpose of Interaction SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications Graduation (Post Graduate preferred) Professional Certifications NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage Skills Good written and verbal communication skills Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking/ Consumer Banking/ Branch Banking Knowledge of regulatory guidelines EXPERIENCE Years of Experience 0 - 5 years work experience in sales role (Banking & Financial Services Organizations preferred) SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIES Core Competencies Competency Name Behaviors 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 can assess their impact on the business in which he operates Translates the Bank 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 TECHNICAL COMPETENCIES Technical Competencies He should have understanding of basic MS- Office Interested candidates can share their cv on karishma.sansi.ext@yesbank.in/ 9769366982

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on manisha.joshi.ext@yesbank.in

Dear Candidate, We have Urgent opening for Branch Head- Ahmedabad & Vadodara Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. interested candidate can share updated resume on ankita.kolambkar@yesbank.in

Operational Responsibility : Ensure all post sanction & disbursement instructions issued by Mid-office through Disbursement Notice are processed as per extant internal guidelines and Bank's credit policy. This includes setup of fund based & non-fund based facilities, disbursement of loans, loan servicing (rollover/recovery/prepayment/drawing power computations/ modifications in existing loan). Implementing restructuring of loans in line with sanction conditions in CBS Capturing critical information related to borrower and facility so to ensure smooth and correct regulatory & internal reporting Ensure no income leakage - booking of Income (Fee/Charges/Interest) in CBS and managing receivables Handling of NPA, write-off accounts and recoveries thereof Superior & efficient stakeholder engagement. Conduct frequent interactions with stakeholder to understand the requirement & addressing concerns, if any. Process management & re-engineering Systems & Control Process : Drive & monitor the team for ZERO DEFECT in capturing details in CBS basis details mentioned in DN and/or other peripheral systems. Ensure that there are Nil write offs / P & L hits on account of operating errors. Any potential loss events observed should be reported & mitigated. Identify potential risk items in existing process & processing methods to develop suitable mitigants Monitoring of team productivity & efficiency Monitoring of internal accounts & suspense accounts of the unit. Ensure no unidentified amount parked in internal accounts owned by the Unit. Responsibility of voucher management including storage and offload to vendor Governance & Compliance Responsibility : Read, imbibe all internal process, Credit Policy, Operational Risk policy & RBI regulations impacting post sanction activities. Mentoring & guiding team over such policies in efficiently executing their assigned task Timely & accurate regulatory & internal management reporting Tracking of all open Audit/ OR/Compliance points and to close them within the target dates Develop a culture of Zero Non-Compliance Timely closure & periodical reconciliation of open exceptions Support Unit & other business functions in preparation of any audit related deliverables and attend to any audit findings and resolve them immediately HR Practices : Attract, mentor, groom and retain talent Periodical training of team members on domain & functional knowledge Engage with team via conducting daily huddles/ Product of the Week/ Monthly Activities Adherence to HR policies released from time to time Adherence to YES Personality guidelines & Code of Conduct Ensure timely escalation and constructive feedback on issues impacting business Build knowledge based best practices for constantly improving productivity of the team.

Operational Responsibility: • Ensure all post sanction & disbursement instructions issued by Mid-office through Disbursement Notice are processed as per extant internal guidelines and Bank's credit policy • Creation & setup of Fund Based & Non Fund Based facilities in CBS • Booking of loan/ disbursement (INR & FCY) in CBS along with setup of repayment schedule • Implementing restructuring of loans in line with sanction in CBS • Roll-over of loans, prepayment, part-payment and recovery of due/overdues • Capturing critical information related to borrower and facility so to ensure smooth and correct regulatory & internal reporting • Computation of drawing power basis stock statement and cashflow statements • Limit maintenance & monitoring in CBS basis drawing power • Booking of Income (Fee/Charges/Interest) in CBS and managing receivables • Handling of NPA, write-off accounts and recoveries thereof • Monitoring & tracking of covenants as per sanctioned condition • Preparation of report/ MIS for various internal & external reporting Systems & Control Process: • Ensure ZERO DEFECT in capturing details in CBS basis details mentioned in DN and/or other peripheral systems. • Ensure that there are Nil write offs / P & L hits on account of operating errors. Any potential loss events observed should be reported & mitigated. • Monitoring of self productivity (number of cases processed & TAT) • Monitoring of internal accounts & suspense accounts of the unit. Ensure no unidentified amount parked in internal accounts owned by the Unit. • Responsibility of voucher management including storage and offload to vendor Governance & Compliance Responsibility: • Read, imbibe all internal process, Credit Policy, Operational Risk policy & RBI regulations impacting post sanction activities. • Periodical certification on BAU activity to progress towards SME • All transactions are carried out in line with internal process with Nil deviations. Any deviations (if any) is carried out with adequate approvals • Timely & accurate regulatory & internal management reporting • Timely closure & periodical reconciliation of open exceptions • Support Unit & other business functions in preparation of any audit related deliverables and attend to any audit findings and resolve them immediately

Urgent Opening for Relationship Manager SEB Acquisition of NewtoBank MME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, SME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client. Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity. Interested candidate can share updated resume on ankita.kolambkar@yesbank.in

Role & responsibilities Independently conduct branch audits. (Will involve regular travelling). Participate in audits of various Businesses with particular emphasis on Product / Operations audits. Assist in Planning, designing and implementation of risk based audit plans to ensure safety and soundness of the Bank. Ensure completion of assigned audits and documentation of work papers on time. Track status of issues reported. Assist in keeping relevant processes benchmarked to Best Practices and peer banks. Assist in keeping Audit Procedure Manual and checklists current and updated. Devise audit checklists for use of internal/concurrent Auditors and test products along with processes/procedures to foresee pitfall and bottlenecks and ensure these are audited/resolved. Provide improvement/ suggestions to existing process / systems to line management Provide oversight to the Concurrent Audit process. Ensure submission of concurrent audit reports on time Ensure regular update of concurrent audit checklists Ensure appropriate review of concurrent audit issues Ensure follow-up & rectification of concurrent audit issues Grade- DM/M Loc- Delhi / Gurgaon

Strategic/ Managerial Responsibilities Driving initiatives for Retail Trade / Forex business in the assigned geography / assigned branches. Maximize revenues and customer base from focus segments such as EXIM, Travel and Tourism etc. Product/process initiatives in the region to increase customer acquisition / enhancement/increment in wallet share. Joint scoping with branches for mapping opportunity in focus and opportunity segments. Structuring product/pricing requirements for specific catchments / customer groups basis identified opportunity. Joint visits to customers with branch RMs for product structuring / relationship deepening. Drive B-B-C opportunities with the help of local leadership. Core Responsibilities Earmarking key focus branches within the geography in terms of current account & trade forex business, under consultation with regional leadership. Continuous interaction with branches / leadership to ensure that business focus is maintained, and key identified branches are visited at regular intervals Audit efficiency of working model / sales process in key branches and highlight gaps to management for corrective action. Monitoring key accounts in the region for revenues & value growth and cross sell opportunities. Handholding newly joined resources in CA model branches with relevant information in terms of product features & service capability.

Role & responsibilities Job Description Team Member Counterparty Risk The role holder is responsible to monitor & analyze Counterparty risk of the bank on account of Financial Market products in line with RBI guidelines/ internal policies and process. Key Responsibilities Understanding of Treasury products e.g. Forwards, Options, Swaps Limit set up in treasury system (Murex) and monitoring of the same. Preparation and monitoring of credit exposure, circulation of the same to stakeholder as per the agreed timelines. Monitoring the exceptions/ excess on account of trades done and reporting to the stakeholders. Timely reporting of Internal MIS and RBI reporting. Coordination with different stakeholders and resolving queries of FM/treasury Back office/ Mid office/ORM/Audit. Reviewing existing processes providing inputs and participating in UAT testing for system enhancement/change. Well verse with excel, power point. Knowledge and Experience Post Graduation with Finance/ Banking Background/Fresh CA/CFA/ perusing CA, FRM preferable. At least 2 years relevant Job Experience

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams People Management or Self-Management Responsibilities Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Risk and Internal Control Responsibilities 100% of certification to be driven

Role & responsibilities: Strategic/ Managerial Responsibilities :- Team Leadership: - Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management Client Relationship Management: - Developing and maintaining strong relationships with high-value clients, understanding their financial needs, and ensuring a high level of customer satisfaction. Strategic Planning: - Contributing to the development and implementation of strategic plans to achieve business objectives and revenue targets Sales and Business Development: - Driving business growth by identifying opportunities for upselling, cross-selling, and expanding the bank's products and services to existing clients. Collaboration: - Collaborating with other departments, such as product development, marketing, and risk management, to ensure a cohesive and integrated approach to client services. Performance Analysis: - Monitoring and analyzing the performance of the relationship management team, implementing performance improvement initiatives, and reporting on key performance indicators. Communication: - Effectively communicating with internal stakeholders, executives, and clients to convey strategic initiatives and address any concerns. Risk Management: - Assessing and managing risks associated with client relationships, ensuring compliance with regulations, and implementing measures to mitigate potential issues Compliance: - Ensuring that all client interactions and practices comply with banking regulations and internal policies. Market Research: - Staying informed about market trends, competitor activities, and industry developments to identify opportunities and threats. If interested then please share your updated resume on below email id. manisha.gupta2@yesbank.in

We have urgent opening for Branch Manager - West Delhi Interview Schedule date - 4 March Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Interested candidate can send updated resume on ankita.kolambkar@yesbank.in

Role & responsibilities : Strategy and Planning Use Program & Channel enablers for: Seamless onboarding of NTB clients through Welcome calling and Channel activation Migrate mapped customers to self-help channels for seamless transactions Increase product penetration through curated client engagement plan Policies, Processes & Procedures Work in close coordination with Branch Leadership team to: Ensure 100% Client coverage & enhanced servicing by SRMs Ensure TAT adherence of Account Instructions, Account Opening, Complaints, Requests for the mapped clients Ensure efficient servicing of Affluent walk-in clients with no complaints Tracking & monitoring of the customer NPS scores of the SRMs People Management Lead and manage a team of Affluent Service Relationship Managers, ensuring high performance and adherence to service standards. Monitor & drive the team performance against Goalsheet KPIs, providing coaching & support to enhance results Recruitment and Training of Affluent Service Relationship Managers. OPERATING NETWORK :- 1. Affluent Zonal Head 2. Branch Banking Team (Branch Manager, Cluster Head, Regional Head) 3. Product / Program Teams 4. Operations Team 5. Marketing and Communications Team IT & Digital Transformation Team Education :- Masters or Bachelors Degree in Finance, Business or related fields Preferred: MBA Experience :- 7+years into Banking operations and customer servicing Preferred: including 3-4 years of Team Management Role

Role & responsibilities Account Opening & Maintenance: Monitors the processes for account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures all the counters are opened and staff is ready to service clients atleast 15 minutes before the customer timings Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Supports the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Addresses all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning. Ensures frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensures that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations Service & Quality: Ensures that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Reviews data pertaining to customer queries and complaints analyses to achieve greater process efficiency. Reviews daily / weekly monitoring & analyses of various data points & reports submitted that have bearing on Customer Service & process adherence and present the findings to Branch Leadership Rolls out new products, processes or systems that may impact client Preferred candidate profile :- Bachelors degree Masters degree is preferred Professional Certifications • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Certification on quality programs i.e., Six Sigma, ISO, 5S, Kaizen, etc. will be an added advantage Skills Written and spoken English is essential A minimum of 5 years of relevant experience with at least 3 years in a similar role Collaborate with other users

A Relationship Manager (RM) is a professional responsible for building, maintaining, and enhancing relationships with clients or customers, typically in industries such as banking, finance, real estate, and corporate services. Their role revolves around ensuring that clients receive the best possible service, managing their portfolios, and identifying opportunities to provide them with relevant products and services. Key Responsibilities of a Relationship Manager: 1. Client Relationship Building: Establishing and nurturing strong relationships with clients, ensuring that their needs and expectations are understood and met. Acting as the primary point of contact for clients and addressing their concerns, queries, and issues. Regularly communicating with clients to understand their evolving needs and maintaining ongoing engagement. 2. Customer Service and Support: Providing personalized service to clients, ensuring they receive the highest level of attention and satisfaction. Responding promptly to client inquiries and resolving any issues they may face. Offering advice and guidance on products and services that align with the client\2019s needs. 3. Sales and Business Development: Identifying opportunities to cross-sell or upsell products and services that would benefit the client (e.g., in banking, this could include offering loans, credit cards, or investment products). Meeting sales targets and business development goals set by the organization. Engaging in proactive outreach to acquire new clients or deepen relationships with existing ones. 4. Portfolio Management: For roles in sectors like banking or finance, a Relationship Manager may be responsible for managing a client portfolio (e.g., high-net-worth individuals, corporate clients). Offering tailored financial advice, products, or services to suit the client's financial goals and risk profile. Monitoring the performance of client accounts, investments, or portfolios, and providing regular updates.

URGENTLY HIRING! Job Description: Discussion of observations with Seniors ACH / RCH/ National Credit Manager and Chief Credit Officer. Assessment of Credit Proposal / Case for his respective location / region . Presentation of key observations to Senior Management on periodic basis. Managing a team & drive the results/ goals set for self & Team. Assessment of Credit proposal , Review cases as per credit Policy Parameters, Documentation check, analysis of observations for necessary correction in credit appraisal. Preparing CAM / Report which highlights the quality of information , which helps the decisioning of cases are senior level. Monitoring of delinquency, exceptions , portfolio movement. Maintaining data as required by the Senior Management. Active participation in process re-engineering related to product / process . Collaborate with business , OSD & Policy team for any change in the process/policy. Self-driven, goal oriented & dynamic in nature. Identify the gaps in the process & highlights to the Senior Management . Suggestion for changes in Policy.

Role & responsibilities Develop and execute integrated sales, relationship and credit strategies that are aligned with the area business plan to achieve desired revenue expense and service goals. Support the portfolio growth in the branch by identifying cross-sell opportunities ,deepening relationships and increasing client acquisition, being an active participant as needed. Create a warm ,welcoming and friendly customer centric branch environment. Provide inspiration and leadership to the branch staff daily through one on one coaching, morning huddles and end of day meetings. Ensure effective lobby and line management to deliver exceptional customer service . Plan, organise and coordinate daily sales, service and operations management processes. Create a strong sales and service culture, fostering an environment in which all the branch employees work together to achieve all business goals. Ensure that the branch sales/service supports the overall corporate objective to provide superior service and participate in selling bank products and providing excellent customer service. Ensure that the branch meets all regulatory compliance standards and follows all operating policies and procedures. Direct branch business development through outside calls , in-branch selling, telemarketing, branch campaigns and targeted direct mailing. Ensure expansion of customer relationships through branch cross-selling activities. Excellent track record of guiding customers to help them attain their financial goals by effectively managing their assets such as Fixed Deposit, Mutual Funds, Insurance and Loans. Ensure of achivement of Personal loan, Home loan, Loan against property, SME/SEL targets of the branch. Handling of audit issues of sanctioned personal loan cases at branch, Recovery of overdue & NPA cases of personal loan cases. Looking into entire branch process and audit for the branch. Responsible for Branch profitability. Preferred candidate profile : Candidates from Banking experience. Currently as Branch Manager role Must have 6 to 14 yrs of experience.

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams People Management or Self-Management Responsibilities Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Risk and Internal Control Responsibilities 100% of certification to be driven

Dear Candidate, We have urgent Opening for Personal Banker - SIRSI Account Opening & Maintenance: Role & responsibilities Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost. People Management or Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Interested Candidates can send updated resume on ankita.kolambkar@yesbank.in Regards, Ankita