Portfolio Relationship Manager

2 days ago

Industrial Area, India YES BANK Full time

Core Responsibilities:Market Assessment and Business Development § Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segments, viz, Domestic Banks, DFIs, MF, Insurance, Co-operative Banks, International Banking business for GCC, Africa, APAC Market, NBFCs & Capital Market.§ Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. § Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. § Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.Revenue Generation § Assist in Identifying new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. § Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management § Works independently and under the supervision of Senior Relationship Managers/Team leaders to ensure clients’ financial requirement is addressed effectively. § Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. § Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal § Credit Assessment and CAM preparation through detailed analysis § Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines. Documentation and Compliance § Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance. § Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.

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