Job Description
Job description
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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The YES BANK Relationship Manager - Financial Institutions position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
