Relationship Manager

4 weeks ago

Mumbai, Maharashtra, India YES BANK Full time

Role Summary-

The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.

Core Responsibilities-

Market Assessment and Business Development

  • Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
  • 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

  • Identifies 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 and Deal Structuring

  • Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients' financial requirement.
  • 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.

Qualifications-

Master's degree: CA/MBA/PGDM

Experience-

A minimum of 4 years of relevant experience with at least 3 years in a similar role

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