Relationship Manager
Yes Bank · Noida · onsite · Posted 31d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Strategy and Planning
(Job Specific Responsibilities - Use As Applicable)
- Acquire and manage Mid Corporate customers for their banking and financing requirements.
- Act as a single point of contact for all banking needs of assigned customers.
- Build strong customer relationships and drive business growth through Trade Finance, Working Capital, Cash Management, and Treasury solutions.
- Identify cross-sell opportunities and deepen customer engagement to increase revenue.
- Conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.
- Monitoring and reduce compliance pending of bill of entry and export bills
- Acquire and manage Mid Corporate customers for their Working Capital, Trade Finance, Cash Management, and Treasury requirements.
- Assess and cater to customer needs for fund-based and non-fund-based credit facilities.
- Manage the complete customer lifecycle, including acquisition, onboarding, activation, relationship deepening, and retention.
- Increase wallet share and drive revenue growth from new and existing Mid Corporate customers.
- Acquire new Mid Corporate relationships and strengthen existing customer portfolios.
- Facilitate seamless execution of trade and transaction banking services for customers.
- Promote Treasury solutions, including Foreign Exchange and Hedging products, to meet customer requirements.
- Provide Cash Management and Transaction Banking solutions to enhance customer engagement and operational efficiency.
(Job Specific Responsibilities - Use As Applicable)
- Track business performance against assigned targets and portfolio growth.
- Prepare and maintain customer pipeline and MIS reports.
- Identify opportunities to increase customer wallet share and revenue.
- Promote adoption of digital banking and transaction banking solutions.
- Ensure timely and accurate updates of customer information in bank systems.
- Use data and market insights to identify new business opportunities and improve productivity.
- Strong stakeholder management and relationship-building skills.
- Ability to work effectively with cross-functional teams to achieve business objectives.
- Customer-centric approach with a focus on delivering quality service.
- Proactive and result-oriented mindset with strong accountability.
- Effective communication, negotiation, and influencing skills.
- Ability to prioritize tasks and manage multiple customer requirements efficiently.
- Ensure compliance with regulatory requirements and bank policies.
- Maintain proper KYC, documentation, and account hygiene.
- Adhere to credit, risk, and operational guidelines.
- Monitor customer accounts regularly and highlight any exceptions.
- Ensure timely closure of audit and compliance observations.
- Follow ethical business practices and maintain high governance standards.
Sourced from foundit
Skills
Foreign exchangeTransaction bankingDigital BankingProductivity EnhancementTrade FinanceWorking CapitalCash Managementtechnology implementationBusiness AnalyticsTreasury SolutionsreportingHedging products
About Yes Bank
Yes Bank
Banking
28.7k+
employees
2004
22 years old
Mumbai, Maharashtra
India
About
Yes Bank operates as a full-service commercial bank offering a diverse range of financial products and digital services across India to corporate and retail clients.
Industries
BankingBanking / Insurance / AccountingFinancial Services
Employee ratings
10,195 reviews
3.7/ 5
Culture
3.4
Career growth
3.3
Work-life
3.6
Employees rate it well for
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