Job Title Product Sales Manager - RTFxGrade SM/ AVP Business Unit - Fee Based Businesses Division -Sales Department - Retail Trade and Fx Sales Management Location -Ahmedabad,Kochi and Bangalore EXPERIENCE Product - Trade and Forex ( Sales )Years of Experience 4-10 years of work experience in banking industry with SME business segment (sales / relationship management)Nature of Experience • Understanding of various business /industry segments and customers banking requirementsTrade sales manager Exp. in product sales ( Trade and forex)Strong Relationship Management, Communication and presentation skills

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job ResponsibilitiesAssist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queriesLearn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activitiesCollaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management ResponsibilitiesReach branch/office on timeAdherence to grooming guidelines and self-disciplineMaintain a professional code of conduct with the customers and executives of the bank Risk and Control ResponsibilitiesAdhere to the policies defined by the organization and guidelines by internal and external regulatorsFollow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE QualificationsGraduate/Post Graduate or MBA from a recognized college/university/business school CertificationsAMFI/NCFM/IRDA certifications will be an added advantage SkillsStrong written and verbal communication skillsConversant with MS OfficeGood networking & interpersonal skillsSensitive to confidential and compliance issuesStrong sense of accountability and self-initiative EXPERIENCE Years of ExperienceGraduate/Post Graduate with 0-1 years of experience in sales, operations or customer serviceKnowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core CompetenciesCompetency NameBehaviors Customer FocusGood listening skills and demonstrates understanding of customer needsBrings value to the team through timely and quality execution of tasksUnderstands problems and identifies new or existing methods to solve Professional EntrepreneurshipOpen to feedback and takes constructive action with minimum/no directionDisplays responsibility for problems, initiatives and assigned tasks Drive for ResultsSeeks to understand the rationale for decisions and the implicationsDisplays a sense of urgency to deliver outcomes within defined timelinesReacts to challenges with a positive attitude Influence and ImpactUses simple persuasion techniques to achieve the desired resultResponds to team requirements by keeping a solution-oriented mindset Quality FocusEnsures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of workAdheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work TECHNICAL COMPETENCIES Should have understanding of MS office tools

Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Bankingapproach. Regularly Engage with colleagues in Branch Banking, MSME 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.Years of Experience A minimum of 2-3 years of relevant experience with at least 1 year in a similar role Prior experience in Banking/NBFC in Working Capital SECTION

Dear Candidate,Greetings for the day.YES bank is currently hiring for CA Freshers.Kindly apply incase interested for Internal Audit and Compliance Testing roles with us.

Role & responsibilities

Job Description:We are seeking a skilled and detail-oriented Sr. Officer/Assistant Manager to join our Digital Banking Operations team. The ideal candidate will have a strong understanding of reconciliation, settlement, and dispute handling for digital banking products such as UPI, IMPS, and AEPS. Key responsibilities include:- Overseeing and managing the reconciliation and settlement process for digital banking products.- Handling and resolving disputes in a timely and efficient manner.- Ensuring adherence to operational controls and compliance standards.- Communicating effectively (both written and verbal) with internal teams and external stakeholders.- Utilizing MS Excel, MS Word, and MS Access to analyse data and generate reports.Required Skills:- Good understanding of digital banking products and their operational processes.- Excellent written and verbal communication skills.- Proficiency in MS Excel, MS Word, and MS Access.The ideal candidate will possess a keen eye for detail, strong problem-solving abilities, and the capacity to work in a dynamic, fast-paced environment.

Urgent Opening for Relationship Manager SEBAcquisition 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 ClientsBuild 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 ProductsCollaborate 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

Core ResponsibilitiesPortfolio Handling Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Bankingapproach.Regularly Engage with colleagues in Branch Banking, MSME 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 ClientsBuild 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 ProductsCollaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the clientMeeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the productivity.Years of ExperienceA minimum of4-5 years of relevant experience with at least 1 year in a similar rolePrior experience in Banking/NBFC in Working Capital SECTION.

Role & responsibilities The candidate would be responsible for driving and achievingTPDfee numbers for particular region. He will manage it with various life insurance general insurance, investment and ysl partners and their manpower. He will engage and drive Branch banking team likeRH, CH, BM, RM, PB , SO, 1. Proliferation of Insurance and investment business in the region 2. Driving various sales related initiative like RNR, productivity equation etc 3. Driving Branch banking team including sellers and leaders towards desired fee objective and productivity equations. 4. Coordinating with and monitoring partners (insurance, investment, ysl) manpower for creating synergies between branch banking team and partner;s team. 5. Setting monthly goals on above-mentioned products, creating a execution plan for various product line. Ideal candidate should haveWorked in bancassurance ecosystem in sales function, having an interest towards investment and broking products but we can also look at some one who has worked as a channel manager in any bank where job involves influencing stakeholders without direct reporting.

Job Description- Branch Audit 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 managementProvide oversight to the Concurrent Audit process.Ensure submission of concurrent audit reports on timeEnsure regular update of concurrent audit checklistsEnsure appropriate review of concurrent audit issuesEnsure follow-up & rectification of concurrent audit issuesExperience- 1 To 12 YearsLoc- Mumbai

Job descriptionROLE SUMMARYThe role holder is responsible for Product management and driving business outcome by providing regular inputs & supporting the sales force at various stage of product life cycle. The role is an individual contributor role and requires lot of alignment with various stakeholders.KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial ResponsibilitiesCore ResponsibilitiesProduct planning and Channel ManagementExecuting various activities associated in ensuring that a product is delivered that meets users needsCore Business Numbers and Volume spread maintenance.Engaging with internal channels to create awareness about product programs.To handle product queries.Market mapping to understand the trends & provide suitable suggestions for improvement.Timely Release of Business Update from all channels and share concern areas with actionableProviding or enabling training sessions for sales forcePeople Management or Self-Management ResponsibilitiesDefines 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 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.

Role & responsibilities Relationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, 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 RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory.Financial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process.Preferred candidate profile:Bachelors degree.Masters degree is preferred.A minimum of 4 years of relevant experience with at least 2 years in a similar roleInterested candidates can share their resume on karishma.sansi.ext@yesbank.in

Job Title Product Sales Manager - RTFxGrade SM/ AVP Business Unit - Fee Based Businesses Division -Sales Department - Retail Trade and Fx Sales Management Location - Mumbai, Delhi, Kochi EXPERIENCEProduct - Trade and Forex ( Sales )Years of Experience 4-10 years of work experience in banking industry with SME business segment (sales / relationship management)Nature of Experience • Understanding of various business /industry segments and customers banking requirementsStrong Relationship Management, Communication and presentation skills

Job descriptionRole & responsibilitiesDevelop predictive models using latest machine learning / statistical methods across the domains of Risk, customer & salesDefine and establish robust model evaluation & governance frameworkEngage with the Risk & Model CommitteesResponsible for the end-to-end development and implementation of all scorecards/risk monitoring framework across businessesStakeholder relationship management & control aspects of analytical project deliveryKey Competencies / skill set:Should be a subject matter expert in the domain of credit riskStrong statistical knowledge and demonstrated hands-on experience in model development & managementWorking knowledge of R, Python or SAS is a must.Should be able to anchor stakeholder engagementsVery strong presentation & communication skillsDesired Candidate ProfileSimilar Profiles from BanksResilience & ability to work in a dynamic environmentTechnical competence will be an important selection criterionDemonstrated hands-on experience in loss forecasting, scorecards & advanced analytics use casesQualificationsPost-graduation in Statistics or Economics or Quantitative Economics or Computer Science OR MBA (Finance / Quantitative Methods)Predictive model developmentLogistic/Linear Regression, Clustering, D-tree, Feature Selection, PCASVM, Random Forest, Gradient BoostExperience: Candidate is required to have minimum 2-15 years of relevant work experience in statistical modeling in a Bank

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job ResponsibilitiesAssist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queriesLearn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activitiesCollaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management ResponsibilitiesReach branch/office on timeAdherence to grooming guidelines and self-disciplineMaintain a professional code of conduct with the customers and executives of the bank Risk and Control ResponsibilitiesAdhere to the policies defined by the organization and guidelines by internal and external regulatorsFollow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE QualificationsGraduate/Post Graduate or MBA from a recognized college/university/business school CertificationsAMFI/NCFM/IRDA certifications will be an added advantage SkillsStrong written and verbal communication skillsConversant with MS OfficeGood networking & interpersonal skillsSensitive to confidential and compliance issuesStrong sense of accountability and self-initiative EXPERIENCE Years of ExperienceGraduate/Post Graduate with 0-1 years of experience in sales, operations or customer serviceKnowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core CompetenciesCompetency NameBehaviors Customer FocusGood listening skills and demonstrates understanding of customer needsBrings value to the team through timely and quality execution of tasksUnderstands problems and identifies new or existing methods to solve Professional EntrepreneurshipOpen to feedback and takes constructive action with minimum/no directionDisplays responsibility for problems, initiatives and assigned tasks Drive for ResultsSeeks to understand the rationale for decisions and the implicationsDisplays a sense of urgency to deliver outcomes within defined timelinesReacts to challenges with a positive attitude Influence and ImpactUses simple persuasion techniques to achieve the desired resultResponds to team requirements by keeping a solution-oriented mindset Quality FocusEnsures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of workAdheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work TECHNICAL COMPETENCIES Technical CompetenciesShould have understanding of MS office tools

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job ResponsibilitiesAssist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queriesLearn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activitiesCollaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management ResponsibilitiesReach branch/office on timeAdherence to grooming guidelines and self-disciplineMaintain a professional code of conduct with the customers and executives of the bank Risk and Control ResponsibilitiesAdhere to the policies defined by the organization and guidelines by internal and external regulatorsFollow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE QualificationsGraduate/Post Graduate or MBA from a recognized college/university/business school CertificationsAMFI/NCFM/IRDA certifications will be an added advantage SkillsStrong written and verbal communication skillsConversant with MS OfficeGood networking & interpersonal skillsSensitive to confidential and compliance issuesStrong sense of accountability and self-initiative EXPERIENCE Years of ExperienceGraduate/Post Graduate with 0-1 years of experience in sales, operations or customer serviceKnowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core CompetenciesCompetency NameBehaviors Customer FocusGood listening skills and demonstrates understanding of customer needsBrings value to the team through timely and quality execution of tasksUnderstands problems and identifies new or existing methods to solve Professional EntrepreneurshipOpen to feedback and takes constructive action with minimum/no directionDisplays responsibility for problems, initiatives and assigned tasks Drive for ResultsSeeks to understand the rationale for decisions and the implicationsDisplays a sense of urgency to deliver outcomes within defined timelinesReacts to challenges with a positive attitude Influence and ImpactUses simple persuasion techniques to achieve the desired resultResponds to team requirements by keeping a solution-oriented mindset Quality FocusEnsures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of workAdheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work Technical CompetenciesShould have understanding of MS office tools

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job ResponsibilitiesAssist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queriesLearn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activitiesCollaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management ResponsibilitiesReach branch/office on timeAdherence to grooming guidelines and self-disciplineMaintain a professional code of conduct with the customers and executives of the bank Risk and Control ResponsibilitiesAdhere to the policies defined by the organization and guidelines by internal and external regulatorsFollow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE QualificationsGraduate/Post Graduate or MBA from a recognized college/university/business school CertificationsAMFI/NCFM/IRDA certifications will be an added advantage SkillsStrong written and verbal communication skillsConversant with MS OfficeGood networking & interpersonal skillsSensitive to confidential and compliance issuesStrong sense of accountability and self-initiative EXPERIENCE Years of ExperienceGraduate/Post Graduate with 0-1 years of experience in sales, operations or customer serviceKnowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core CompetenciesCompetency NameBehaviors Customer FocusGood listening skills and demonstrates understanding of customer needsBrings value to the team through timely and quality execution of tasksUnderstands problems and identifies new or existing methods to solve Professional EntrepreneurshipOpen to feedback and takes constructive action with minimum/no directionDisplays responsibility for problems, initiatives and assigned tasks Drive for ResultsSeeks to understand the rationale for decisions and the implicationsDisplays a sense of urgency to deliver outcomes within defined timelinesReacts to challenges with a positive attitude Influence and ImpactUses simple persuasion techniques to achieve the desired resultResponds to team requirements by keeping a solution-oriented mindset Quality FocusEnsures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of workAdheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work TECHNICAL COMPETENCIES Technical CompetenciesShould have understanding of MS office tools

Job responsibilities:Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASAAccounts (In Nos.)Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variantsAcquisition 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 productsMaintaining good relationship with the customersComplete adherence to Yes Personality guidelinesCompliant towards KYC and all operational riskComply with Banks policies and processesEnsure timely escalation of issues impacting business and appropriate solutions to address the concernsEnsure safety and security of Bank and customer's assetsEnsure timely submission of MIS reports

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customersCoreResponsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholdersPeopleManagement orSelf-ManagementResponsibilities • 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 andInternal ControlResponsibilities • 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.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customersCoreResponsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholdersPeopleManagement orSelf-ManagementResponsibilities • 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 andInternal ControlResponsibilities • 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.

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job ResponsibilitiesAssist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queriesLearn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activitiesCollaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management ResponsibilitiesReach branch/office on timeAdherence to grooming guidelines and self-disciplineMaintain a professional code of conduct with the customers and executives of the bank Risk and Control ResponsibilitiesAdhere to the policies defined by the organization and guidelines by internal and external regulatorsFollow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE QualificationsGraduate/Post Graduate or MBA from a recognized college/university/business school CertificationsAMFI/NCFM/IRDA certifications will be an added advantage SkillsStrong written and verbal communication skillsConversant with MS OfficeGood networking & interpersonal skillsSensitive to confidential and compliance issuesStrong sense of accountability and self-initiative EXPERIENCE Years of ExperienceGraduate/Post Graduate with 0-1 years of experience in sales, operations or customer serviceKnowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core CompetenciesCompetency NameBehaviors Customer FocusGood listening skills and demonstrates understanding of customer needsBrings value to the team through timely and quality execution of tasksUnderstands problems and identifies new or existing methods to solve Professional EntrepreneurshipOpen to feedback and takes constructive action with minimum/no directionDisplays responsibility for problems, initiatives and assigned tasks Drive for ResultsSeeks to understand the rationale for decisions and the implicationsDisplays a sense of urgency to deliver outcomes within defined timelinesReacts to challenges with a positive attitude Influence and ImpactUses simple persuasion techniques to achieve the desired resultResponds to team requirements by keeping a solution-oriented mindset Quality FocusEnsures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of workAdheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work TECHNICAL COMPETENCIES Technical CompetenciesShould have understanding of MS office tools

Role & responsibilities Urgent Opening for Bank Sales CASAJob DescriptionTo identify and acquire new CASA customers in the identified segment and reference generation from the specified catchmentTo identify and acquire new product/ program eligible CASA in the identified segment and reference generation from the specified catchmentTo drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter ExpertsTo achieve daily/ weekly/ monthly customer acquisition targetTo support in building incremental CASA values in self-sourced baseTo ensure initial customer handholding & M+3 activation (Right advice 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 digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.)To attract new-to-bank qualified customers in consistence with the Banks business strategyTo assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarkingTo ensure required level of service for in-coming customers, to consult customers on credit and banking products.Interested candidate can share updated Resume on komal.pawaskar.ext@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 /NRI 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 /NRI 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 eachmapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.Driving revenue business to generate fee income through products like mutual funds, investments and insurance 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.

Job Title- NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIESResponsibilities • 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

Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Bankingapproach. Regularly Engage with colleagues in Branch Banking, MSME 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.Years of Experience A minimum of 2-3 years of relevant experience with at least 1 year in a similar role Prior experience in Banking/NBFC in Working Capital SECTION

Dear Candidate,We have an opportunity for Sales Officer- CASA.Job responsibilities:Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASAAccounts (In Nos.)Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variantsAcquisition 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 productsMaintaining good relationship with the customersComplete adherence to Yes Personality guidelinesCompliant towards KYC and all operational riskComply with Banks policies and processesEnsure timely escalation of issues impacting business and appropriate solutions to address the concernsEnsure safety and security of Bank and customer's assetsEnsure timely submission of MIS reportsYou can reply us back with your latest profile on manisha.joshi.ext@yesbank.in

To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segmentsTo Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experienceTo ensure high value enhancement through acquisition & deepening in the mapped portfolioTo Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSMTo focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SATo ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquiredTo Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.To ensure Sales process adherence & desired value productivity of BRPsTo ensure that team of BRPs meets Yes Performance standards (YPS)To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needsTo ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchmentTo monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and toolsTo ensure proactive migration of portfolio customers to direct banking channels esp. Net BankingTo maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queriesTo provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarkingTo develop and continuously upgrade new innovative sales channels & techniques to maximize productivityTo implement the sales monitoring mechanism to measure the productivity of the team

Role & responsibilities Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirementsAble to develop TASC business through relevant engagements in the local markets , understanding customers requirements on basis of segments and provide solutionsGenerate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell productWorking closely with all teams within the bank to provide solution to the customer , understands the overall market - competitors strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity.Manage the relationship for 3 months post sourcing and then move relationship to CBL TASCEnsure Min 5 calls per day and the same is captured on the CRM and DVR is maintainedWorking on a segmented CRM with a solution oriented approach for the respective marketFocused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generatedKYC & AML to be adhered to at all times , to ensure 100% compliance to required guidelines

Role & responsibilities Account Opening & Maintenance:Monitors the processes for account opening, account maintenance & account closure related formalities as per YBL processHandles 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 providedEnsures 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 timingsEnsures 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 managementEnsures 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 LeadershipRolls out new products, processes or systems that may impact clientPreferred candidate profile :-Bachelors degreeMasters degree is preferredProfessionalCertifications • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageCertification on quality programs i.e., Six Sigma, ISO, 5S, Kaizen, etc. will be an added advantageSkillsWritten and spoken English is essentialA minimum of 5 years of relevant experience with at least 3 years in a similar roleCollaborate with other users

Role & responsibilitiesProcesses account opening, account maintenance & account closure related formalities as per YBL processHandles 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 requiredMaintains strict vigilance on the quality of forms and documentation providedEnsures 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 enquiriesEnsures 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 efficiencyEnsures 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 branchEnsures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspectiveAttends to any audit findings and resolves them immediately as applicable Others:Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the officeEnsures 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-ManagementResponsibilitiesDefines 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 ControlResponsibilitiesFollows 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.

Acquire new customer for Corporate Salary Accounts and third party products by effectively managing the Corporate sales unit Manage and motivate the sales team Strategize on prospecting and efficient & effective approach to these client segments Cross sell all products alongside the core product Provide regular training on products and selling skills to the sales unit Recruit staff for sales unit as and when required Develop and continuously upgrade new innovative sales channels & techniques to maximize productivity Implement the sales monitoring mechanism to measure the productivity of the team Monitor the quality of sourcing of products to evaluate developmental needs of the sales team Drive the sales system towards quality standards where risks are well controlled Derive insights to competitor sales activities and effectively counter the efforts Set business standards for acquisition and cross sell Evaluate training programs available and recommend the appropriate programs for differential training needs

Job descriptionRole & responsibilitiesUrgent Opening for Bank Sales CASAJob DescriptionTo identify and acquire new CASA customers in the identified segment and reference generation from the specified catchmentTo identify and acquire new product/ program eligible CASA in the identified segment and reference generation from the specified catchmentTo drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter ExpertsTo achieve daily/ weekly/ monthly customer acquisition targetTo support in building incremental CASA values in self-sourced baseTo ensure initial customer handholding & M+3 activation (Right advice 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 digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.)To attract new-to-bank qualified customers in consistence with the Banks business strategyTo assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarkingTo ensure required level of service for in-coming customers, to consult customers on credit and banking products.Interested candidate can share updated Resume on komal.pawaskar.ext@yesbank.in

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 andincreasing 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 andparticipate 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 andtargeted 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

To introduce & acquire new CA/CASA 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

Job Summary:The Processor Front Office is responsible for providing administrative and operational support to the Front Office team in a financial institution or similar environment. This role includes managing customer transactions, handling documentation, performing data entry tasks, and ensuring the smooth processing of client requests while maintaining a high level of service and operational efficiency.Key Responsibilities:Process and verify customer transactions, ensuring accuracy and compliance with internal procedures.Handle the administrative tasks related to customer accounts, including updates, maintenance, and report generation.Respond to inquiries from clients, providing timely and accurate information regarding their accounts, transactions, and general queries.Assist in the onboarding of new clients, ensuring all necessary documentation is collected and processed.Collaborate with internal departments (e.g., sales, compliance, back office) to ensure smooth operations.Maintain accurate records of all transactions and customer interactions, ensuring compliance with regulatory requirements.Monitor and track operational workflows to ensure timely and accurate completion of tasks.Ensure adherence to company policies and regulatory standards, and report any discrepancies or issues to the team lead.Prepare daily, weekly, and monthly reports as required by management.Provide excellent customer service to both internal and external clients, maintaining professionalism at all times.Assist in the preparation and management of client-related documentation, such as contracts, agreements, and other legal paperwork.Participate in continuous training and development programs to stay updated on industry standards and regulations.

Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Bankingapproach. Regularly Engage with colleagues in Branch Banking, MSME 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.Years of Experience A minimum of 2-3 years of relevant experience with at least 1 year in a similar role Prior experience in Banking/NBFC in Working Capital SECTION

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI 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 eachmapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.Driving revenue business to generate fee income through products like mutual funds, investments and insurance 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.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI 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 eachmapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.Driving revenue business to generate fee income through products like mutual funds, investments and insurance 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.

PositionCluster Head TASC Business UnitRetail Banking ResponsibilitiesUnderstanding Market Opportunities, TASC Business and Cross Sell Revenues Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirements Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity. Manage the relationship for 3 months post sourcing and then move relationship to CBL TASC Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained Working on a segmented CRM with a solution oriented approach for the respective market Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue. Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated Providing Exceptional Customer Service Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customers requirement Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business. Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account. Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements Training & Self Development 7 days on boarding program for CSL TASC before allotment of Branch/cluster Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening. Understanding Market Opportunities, TASC Business and Cross Sell Revenues Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirements Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity. Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained Working on a segmented CRM with a solution oriented approach for the respective market Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue. Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated Providing Exceptional Customer Service Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business. Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account. Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements Training & Self Development 7 days on boarding program for CSL TASC before allotment of Branch/cluster Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening. Understanding Market Opportunities, TASC Business and Cross Sell Revenues Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirements Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity. Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained Working on a segmented CRM with a solution oriented approach for the respective market Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue. Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated Providing Exceptional Customer Service Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business. Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account. Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements Training & Self Development 7 days on boarding program for CSL TASC before allotment of Branch/cluster Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening. Understanding Market Opportunities, TASC Business and Cross Sell Revenues Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirements Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity. Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained Working on a segmented CRM with a solution oriented approach for the respective market Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue. Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated Providing Exceptional Customer Service Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business. Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account. Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements Training & Self Development 7 days on boarding program for CSL TASC before allotment of Branch/cluster Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening. Understanding Market Opportunities, TASC Business and Cross Sell Revenues Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market Understanding the TASC segment from the perspective of compliance and customer segment requirements Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities Involve different Business Units and product support functions to effectively manage the business opportunity. Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained Working on a segmented CRM with a solution oriented approach for the respective market Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue. Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

Position-Cluster Business Leader (CBL) Grade-AVP /VP.ResponsibilitiesResponsible to build SME business according to business strategyAchieving sales target in line with business strategy of clusterUnderstanding the cluster requirements and working closely with the team of SL/RL to achieve the business objectiveDevelop and share MIS for understanding the market and for effective functioning of the clusterFocus on offering financial solutions to the SME segment for their asset/liability needsWorking closely with the Credit/Risk team to drive business using appropriate sourcing strategy according to the dynamic market conditionsIdentify Cross Sell (Trade/CMS/Direct Banking/Forex/YCOPs) opportunities in each asset client and derive strategies to maximize profitability People and Team Management including career management, coaching and mentoring of critical talent in the teamMarket mapping of cluster, strategies for expansion of market base and proactively working towards development of new products/markets along with Prod Dev Team