CA Industrial Trainee - Large Corporates @ YES Bank, Mumbai

CA Group 1 & Group 2 Completion is must!
CA Trainee Articleship for 1 year with YES Bank, Mumbai
Stipend - 34,500/month

Role: Relationship Manager

BU: Large Corporates

SBU: Large Corporates

Clients' Turnover: 1500+ Crores

Location: Mumbai

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.

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.