NOIDA · FULLTIME
Relationship Manager
Yes Bank
Noida · onsite · Posted 11d ago
Sourced from
Not disclosedFresherfulltimeNoida
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
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.
- Conduct customer due diligence and ensure compliance with KYC/AML requirements.
- Monitor customer accounts and transactions as per bank guidelines.
- Ensure timely submission and completion of required documentation.
- Identify and escalate potential risks and exceptions.
- Adhere to internal controls, policies, and regulatory requirements.
- Maintain portfolio quality and compliance hygiene.
Sourced from foundit
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Foreign exchangeTransaction bankingDigital BankingTrade FinanceWorking CapitalCash ManagementTreasury SolutionsHedging products
Section · Company
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
Work Culture1025Work Life Balance713Salary611Work Environment519Senior Management496
Find them on