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YES BANK Linkedin · Posted 19d ago

Relationship Manager - Financial Institutions

Chennai, Tamil Nadu, India

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Indexed description

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.

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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