URGENTLY HIRING! PURPOSE OF THE ROLE A two-to-three-line statement outlining the objective or the reason for which the job exists. To manage the sales for the suite of Trade Products across the spectrum of Banks clients, across specific Business verticals Meet the agreed revenue targets (liability & fee), associated throughputs and acquisition of new to bank clients with a focus to grow the TBG management revenues Meet and service Trade Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores. KEY RESPONSIBILITIES & KPIS OF THE ROLE These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.Metrics that are used to evaluate the success / performance of the role; specific targets do not need to be included as those would change from Y-o-Y. ResponsibilitiesKPIsStrategy & Planning Provide inputs on Sales and Strategy to product team for building & innovating transaction banking products & services. Articulate and execute business strategy covering product development & sales. Policies, Processes & Procedures To manage the sales of Trade Finance product suite related across the entire spectrum of Banks clients. Meet the target for: revenue targets (Fee & Book size), Limits utilized level for trade products and associated thruputs. acquisition of new to bank clients with a focus to grow the Trade finance business. Meet and structure solutions for trade finance related requirements of clients. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet. Ensure the steady flow of transaction banking business. Meet agreed revenue targets for Trade Finance business. Meet agreed targets with respect to new client acquisitions. Have a thorough understanding of FEMA and RBI guidelines/internal bank processes and provide structured solutions to clients. Understanding of AML, OFAC and International Payment and clearing settlement Process. Undertake training of the relationship teams wherever necessary to promote trade finance products Provide necessary MIS / Management update. To Monitor Flow for Clients, have Lending relationship and deepen the same. Acquisition of New to bank clients. People Management Ensuring timely sales calls logging, Pipeline Updation and ensure NIL deferrals Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management. Undertake training of the relationship teams wherever necessary to promote Trade Finance products Risk and Internal Control Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines. Understanding of All risks associated with a transaction viz Product, Process, Legal, Ops, Transactional Credit OPERATING NETWORK Key interactions which are essential to execute the role. This will include both internal (excluding sub-ordinates) and external stakeholders. Internal Risk Management, Legal Risk Management, YSB/HCM, Product Team External Clients/ Customers, Dealers/ DSAs/Vendors

Job description ( Wealth Relationship Manager ) Relationship Management : Exp. in wealth management required with portfolio handling and client acquition. Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand 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 volumes for larger share of customer wallet 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 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 customer relationship value with the 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 Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) 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.

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

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

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

Superior Service Delivery: 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: First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients Take ownership for end to end closure and delivery of service to YES FIRST clients through coordination for service and transactional requirements Provide a product and process level expertise to YF clients to ensure that service standards are met• Service Support of the RM for Client 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• In bound RM engagement :The proposed branches for YF Service Anchor has base of YES FIRST clients > 400 whereby walk-in of YES FIRST clients is a regular feature. At the time of Walk-in of YF client, following is important Attend to walk-in of YF clients if any and engage with clients and provide unified service face Provide single point of ownership to resolve service query across products Pro-active Service Responsibility and Ownership 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• Create auto model for eliminating escalations Service Anchor is required to ensure all service delivery issues of Yes First clients resolved at branch level with near zero escalations.• Personal Integrity Maintain customer privacy & ensure that there is no compromise on customer information with third party. Maintain & follow Yes Personality guidelines & keep oneself updated with basic Banking regulations/knowledge Team Work Being proactive to take on work to balance the team workload without compromise on core deliverables & able to communicate well with staff of all levels Interested Candidate can share me your updated resume kalpana.roy.ext@yesbank.in/7021234831

ROLE SUMMARY: The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 100-500 crore turnover), offering them entire suite of bank products. KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial Responsibilities N/A Core Responsibilities 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 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 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 departmental manager. Executes the established internal control systems and compiles the relevant information for departmental audits, as necessary. KEY INTERACTIONSKey Internal InteractionsPurpose of Interaction Risk Management For coordinating the ways to mitigate risk involve in a deal Frequency:- Daily CMS For coordinating on all technology aspects related to Clients interface Frequency:- Daily CAD For coordinating the issue of FL and understanding the changes needed in CAM Frequency:- Daily TBG For ensuring that customer have smooth transaction experience Frequency:- Daily Legal For understanding the legal aspects of the deal and ensure that there is no legal fallout Frequency:- Daily Key External InteractionsPurpose of Interaction Customer For understanding the financial needs of the customer and providing suitable solutions Frequency:- Daily COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIESCore CompetenciesCompetency NameBehaviors Customer Focus Listens to and demonstrates an understanding of customers stated and unstated needs Delivers customer value through timely and quality execution of tailored customer solutions 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 responsibilities 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 implication for own role / action Displays a sense of urgency to deliver outcomes as per stated timelines Reacts to challenges by displaying 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 opportunity for improvement in routine course of work Adherence to laid down system and procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement Leadership CompetenciesCompetency NameOn Behaviors N/A N/A N/A N/A N/A N/A TECHNICAL COMPETENCIES Technical Competencies Strong communication skills (Written and verbal) Knowledge of designated products such as Savings Account, Current Account, Term Deposit etc. Ability to understand customer behavior

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

Job description ( Sales Officer - Current Account ) 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 Location - Surat Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Dear Candidate, We have urgent opening for Relationship Manager - YES FIRST Surat Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand 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 volumes for larger share of customer wallet 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 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 customer relationship value with the 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 Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) 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. Interested candidates can send updated resume to ankita.kolambkar@yesbank.in

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. 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.

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. 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.

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. People Management or Self-Management Responsibilities Regular Training of resources on products, processes, competition benchmarking within the Trade / Forex domain Drive marketing initiatives in respective catchment for brand building / acquisition/balance & revenue build-up Planning local contests and promos, events for prospective customer meet, trade-forex centric association meetings for Regions in consultation with regional leadership Extend support to branches by assisting in various queries relating to product, process, marketing, and clarifications from Audit etc. Provide inputs to central product team on Segmentation and market sizing for current account & trade forex business at a catchment level

Job description The role holder is responsible for managing the sales for the suite of CMS Retail across the spectrum of Banks clients in a select location / region and meeting the agreed revenue targets (liability & fee), and associated through puts acquisition of new to bank clients with a focus to grow the CMS & Capital Markets management revenues • Ensuring the steady flow of CMS management services business. • Ensuring that client servicing is appropriate and consistently maintained at a high level. • Coordinating with Relationship team for enabling CMS Facility to NTB/ Existing clients of the bank • Meeting agreed revenue targets for CMS & Capital Markets management business. • Meeting agreed targets with respect to new client acquisitions. • Conduct training and update the business Groups on new product in TBG- CMS from time to time • Formulating and implementing processes for specific CMS & Capital Markets transactions wherever applicable. • Regularly liaising with internal and external contacts to promote banks CMS & Capital Markets services business. • Provide necessary MIS / Management update.

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

Job Description- To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

URGENTLY HIRING! PURPOSE OF THE ROLE A two-to-three-line statement outlining the objective or the reason for which the job exists. To manage the sales for the suite of Trade Products across the spectrum of Banks clients, across specific Business verticals Meet the agreed revenue targets (liability & fee), associated throughputs and acquisition of new to bank clients with a focus to grow the TBG management revenues Meet and service Trade Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores. KEY RESPONSIBILITIES & KPIS OF THE ROLE These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.Metrics that are used to evaluate the success / performance of the role; specific targets do not need to be included as those would change from Y-o-Y. ResponsibilitiesKPIsStrategy & Planning Provide inputs on Sales and Strategy to product team for building & innovating transaction banking products & services. Articulate and execute business strategy covering product development & sales. Policies, Processes & Procedures To manage the sales of Trade Finance product suite related across the entire spectrum of Banks clients. Meet the target for: revenue targets (Fee & Book size), Limits utilized level for trade products and associated thruputs. acquisition of new to bank clients with a focus to grow the Trade finance business. Meet and structure solutions for trade finance related requirements of clients. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet. Ensure the steady flow of transaction banking business. Meet agreed revenue targets for Trade Finance business. Meet agreed targets with respect to new client acquisitions. Have a thorough understanding of FEMA and RBI guidelines/internal bank processes and provide structured solutions to clients. Understanding of AML, OFAC and International Payment and clearing settlement Process. Undertake training of the relationship teams wherever necessary to promote trade finance products Provide necessary MIS / Management update. To Monitor Flow for Clients, have Lending relationship and deepen the same. Acquisition of New to bank clients. People Management Ensuring timely sales calls logging, Pipeline Updation and ensure NIL deferrals Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management. Undertake training of the relationship teams wherever necessary to promote Trade Finance products Risk and Internal Control Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines. Understanding of All risks associated with a transaction viz Product, Process, Legal, Ops, Transactional Credit OPERATING NETWORK Key interactions which are essential to execute the role. This will include both internal (excluding sub-ordinates) and external stakeholders. Internal Risk Management, Legal Risk Management, YSB/HCM, Product Team External Clients/ Customers, Dealers/ DSAs/Vendors

Role & responsibilities To enhance Customer Relationships & amp; while doing so, Educate, Encourage & amp; Induce the customers to use Digital mediums for their banking transactions. Customer Engagement: Continuous engagement with the portfolio customers mapped (500 to 600 groups/ PF) as per the contact policy, with accurate & amp; complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Regular interactions with the customers and proactively assessing customer needs. Right, cross-sell of products basis profiling and engagement. Ensure timely submission of Customer base review/reports as requested by Central Team / Senior Management. Note : We are specifically looking for PWD (Persons with Disabilities) candidates for this role.

Core Responsibilities To acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment To achieve daily/weekly/monthly customer acquisition target To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To attract new-to-bank qualified customers in consistence with the Banks business strategy To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Core Responsibilities To acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment To achieve daily/weekly/monthly customer acquisition target To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To attract new-to-bank qualified customers in consistence with the Banks business strategy To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To ensure required level of service for in-coming customers, to consult customers on credit and banking products To ask for referrals and recommendations from existing customers on new customers To cross sell credit and banking products to eligible customers