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YES FIRST Relationship Managers

Yes Bank Ltd — Panipat

Job Type: Full-time Work Mode: On-site Experience: Mid Salary: Not disclosed INR Posted: 9 Apr 2026
YES Bank is Hiring: YES FIRST Relationship Managers ! Drive growth for HNI clients in Retail Banking's premium YES FIRST & Wealth Management segment. Act as their single point of contact to boost wallet share across liabilities, investments, assets, forex, cards, and more. Key Responsibilities: • Manage HNI relationships, exceed service expectations, and hit sales targets for incremental business (CASA, products, fee income via MFs/insurance). • Provide investment advisory and financial planning; ensure portfolio quality through regular engagement. • Record activities per processes, mitigate risks, and own annual goals/learning. Qualifications & Experience • Bachelors (Masters preferred); certifications like AMFI/NCFM/NISM advantageous. • 3-5 years relevant BFSI experience (2+ in similar role). English proficiency required. • Competencies • Customer Focus, Drive for Results, Professional Entrepreneurship, Influence, Quality Focus. Technical: Banking products, financial management, regulations, service excellence.
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