Relationship Manager

1 day ago

Mumbai City Mumbai, India Yes Bank Limited Full time

Job Description The Relationship Manager is responsible for acquiring and supporting clients in the middle market segment (turnover of 100-1000 crore) by offering a comprehensive suite of banking products. Key Responsibilities: - Meet bank objectives for earnings, assets, liabilities, and credit quality according to agreed budgets/targets through client relationships across all product groups. - Identify and acquire new client relationships by understanding their financial needs and providing suitable banking solutions. - Manage client relationships by assessing banking needs, advising, structuring deals, preparing terms, and finalizing agreements. - Evaluate clients banking needs and risks to optimize the risk-reward balance for the bank. - Implement brand communication initiatives for designated products and convey product positioning to differentiate YES Bank's offerings in the market. - Conduct primary and secondary research to understand consumer behavior, competitive landscape, and current market conditions. - Assess proposals through detailed analysis of income statements, balance sheets, financial ratios, cash flows, and associated risks. - Maintain high standards of documentation, client communication, and process compliance in collaboration with product partners, risk management, and other relationship management groups. - Define and monitor performance goals with the reporting manager. - Take ownership of personal development needs and work towards addressing them through various means beyond formal training. - Stay updated on relevant industry developments, techniques, and issues through continuous education and professional engagement. - Adhere to risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks. - Execute established internal control systems and assist with departmental audits as necessary. Qualifications: - Bachelor's degree in any field; Master's degree in Finance preferred. - Proficiency in written and spoken English is essential. - 0-6 years of relevant experience, with at least 0-3 years in a similar role in the BFSI sector or general industry. Core Competencies include: - Customer Focus: Understands customer needs and delivers tailored solutions. - Professional Entrepreneurship: Takes initiative with minimal direction and responsibility for outcomes. - Drive for Results: Displays urgency in achieving goals and responds positively to challenges. - Influence and Impact: Persuades and collaborates effectively to achieve desired outcomes. - Quality Focus: Adheres to quality standards and seeks opportunities for improvement.

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