ients via Demat sourcing, enhancing, & upgrading the client relationship.

Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

Help customers to Execute trade online and place orders on behalf of customers.

Achieve healthy revenues without compromising on clients profitability.

Acquiring new clients through existing clients referrals.

Activating inactive clients through regular followups.

Regularly following-up with clients and handling their queries.

Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

Responsible for adding new NRI and HNI Clients

Handling NRI Clients for Equity Broking

Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds

Experience in handling B2C

1a:T6b5,

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

Relationship Manager / Senior Relationship Manager NRI Desk

Relationship Manager- Wealth/NRI