JOB DESCRIPTION Relationship Associate Role Description :To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Skill Sets: Education Qualifications Education / Certification needed Graduate/ Post graduate NISM Series 8

JOB DESCRIPTION Job Details: Job Title Client Relationship Associate Role Description: Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). Responsible for achieving targets as assigned by the organization monthly basis. Lead generation for Demat & Trading Account. Conversion of leads into clients for Trading Account. Responsible for managing client relations post acquisition. Activation of acquired accounts. ¢ Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications Work Experience Required Language Graduate / Postgraduate/MBA Marketing & Sales 0 to 2 Years English, Hindi, Regional Language Reading/Writing/Speaking: Specialist functional Exposure needed if any Sales, Marketing, Wealth Management, Demat Account Opening. Competencies Required: (Behavioral & Technical / Functional): 1. Target Oriented 2. Good Communications Skills 3. MS Excel Skills 4. Team Player Interested candidates can e-mail their CV on: neha.pawar.ext@ysil.in

Key Responsibilities: Assist in day-to-day statutory compliance tasks. Support in documentation, audits, and data maintenance. Co-ordinate with internal and external teams for compliance related matters. Skills Required: Good Communication and basic excel skills. Willingness to learn and grow in the compliance field. Interested Candidates are requested to share their CV's on : rituja.jagtap@ysil.in

SECTION I: BASIC INFORMATION Job Title: Business Acquisition Manager Functional Title: Client Relationship Associate Grade: Management Trainee Management Band: Junior Management Business Unit: Wealth Broking Sales Location: PAN India Reporting to: Regional Head SECTION II: ROLE SUMMARY Responsible primarily for driving penetration of 3 in 1 accounts followed by activation of the accounts as well as upsell and cross sell. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. People Management or Self-Management Responsibilities Communication skills Good sales acumen and customer focus Negotiation skills and closure Education Any Graduate, MBA, Post Graduation, BE no later than passed in 2021 Interested candidates can e-mail their CV's on: neha.pawar.ext@ysil.in

JOB DESCRIPTION Job Title: Relationship Associate Role Description :To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Skill Sets: Education Qualifications: Graduate/ Post graduate Certification needed: NISM Series 8

JOB DESCRIPTION Job Details: Job Title: Online Account Opening Executive Proposed Grade / Level: Executive Reporting Manager and Level: Senior Manager- Online Account Opening Department / Team / Division: Online Account Opening Location: MUMBAI (Marol) Role Description: Lead calling and closure. Onboarding client online Specific Role Responsibilities: Lead calling within TAT Lead follow up till closure Achieving given account opening target and Lead conversion ratio Skill Sets: Education Qualifications: Graduate and above Industry Experience: Specific Sector Experience required: Capital Market Work experience: 0 to 3 years of experience or fresher from banking institute with good communication and positive attitude will be considered Competencies Required: (Behavioral & Technical / Functional) 1. Conceptual Understanding 2. Positive attitude 3. Good communication skills 4. Go getter attitude Interested candidates can e-mail their CV on: neha.pawar.ext@ysil.in

JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA: Marketing & Finance Work Experience Required: 1 to 3 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested Candidates can e-mail their CV on: neha.pawar.ext@ysil.in

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

Required Abilities: Oral Expression The ability to communicate information and ideas in speaking so others will understand. Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences. Speech Clarity The ability to speak clearly so others can understand you. Written Comprehension The ability to read and understand information and ideas presented in writing. Required Work Experience : Regional Director Degree : Bachelor of Management Studies - BMS | Bachelor of Business Administration - BBA | Master of Business Administration - MBA | Bachelor of Arts - BA Required Knowledge : Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Administration and Management Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Personnel and Human Resources Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. Required Skills : Sales And Operations Planning, Territory Development, Regional Development, Plan Administration Primary Responsibility : Guide the overall direction of the appropriate region. Provide constructive feedback and personal views on time and when appropriate. Maintain an individual membership within the organization

YES SECURITIES is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the role : Client Relationship Management : Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations. Account Management : Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks. Financial Advisory Support : Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals. Cross-Selling and Upselling : Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives. Product Knowledge : It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Required Abilities: Good communication, quantitative, and sales skills. Ability to perform independently and with minimal supervision. Required Work Experience : Business Banking Officer Degree : Bachelor of Business Studies - BBS | Bachelor of Commerce - BCom Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Extensive knowledge of retail banking services. Required Skills : Business Banking, Relationship Banking, Communication, Bank Relationship Management, Bank Management Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relationships. Meet quarterly goals through small business loans, deposits, product sales, and other opportunities.

Required Abilities: Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression The ability to communicate information and ideas in speaking so others will understand. Speech Clarity The ability to speak clearly so others can understand you. Written Comprehension The ability to read and understand information and ideas presented in writing. Required Work Experience : Regional Director Degree : Bachelor of Management Studies - BMS | Bachelor of Arts - BA | Bachelor of Business Administration - BBA | Master of Business Administration - MBA Required Knowledge : English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Personnel and Human Resources Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Administration and Management Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Required Skills : Plan Administration, Regional Development, Sales And Operations Planning, Territory Development Primary Responsibility : Maintain an individual membership within the organization Provide constructive feedback and personal views on time and when appropriate. Guide the overall direction of the appropriate region.

YES SECURITIES is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the role : Client Relationship Management : Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations. Account Management : Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks. Financial Advisory Support : Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals. Cross-Selling and Upselling : Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives. Product Knowledge : It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Required Abilities: Speech Clarity The ability to speak clearly so others can understand you. Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences. Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension The ability to read and understand information and ideas presented in writing. Oral Expression The ability to communicate information and ideas in speaking so others will understand. Required Work Experience : Regional Director Degree : Bachelor of Management Studies - BMS | Bachelor of Business Administration - BBA | Bachelor of Arts - BA | Master of Business Administration - MBA Required Knowledge : Personnel and Human Resources Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Administration and Management Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Required Skills : Territory Development, Regional Development, Sales And Operations Planning, Plan Administration Primary Responsibility : Provide constructive feedback and personal views on time and when appropriate. Maintain an individual membership within the organization Guide the overall direction of the appropriate region.

Required Abilities: Ability to understand business requirements and translate them into technical requirements Ability to learn quickly and operate in a fast-pasted environment Required Work Experience : React.js Developer Degree : Bachelor of Computer Science - BCS | Master of Technology - MTech | Bachelor of Science - BS | Post Graduate Diploma in Information Technology - PGDIT | Master of Computer Applications - MCA Required Knowledge : Thorough understanding of React.js and its core principles Strong proficiency in JavaScript, including DOM manipulation and the JavaScript object model Experience with popular React.js workflows Required Skills : Development Testing, Scientific Programming, Reactjs, Critical Thinking Primary Responsibility : Work and collaborate with the rest of the engineering team Construct visualizations that are able to depict vast amounts of data Work with product team and graphic designers

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed