Senior Relationship Manager
Yes Bank · Pune · onsite · Posted today
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)
- Drive growth of the Mid Corporate portfolio in line with business and revenue targets.
- Develop strategies for acquisition of new customers and deepening of existing relationships.
- Improve wallet share through focused penetration of asset, liability, trade, and treasury products.
- Ensure portfolio growth while maintaining portfolio quality and compliance standards.
- Promote the bank's asset, liability, trade finance, forex, cash management, and cross-sell products.
- Ensure adherence to all bank policies, credit guidelines, and regulatory requirements.
- Maintain high standards of documentation, KYC, and account hygiene.
- Ensure timely processing of customer requests and adherence to journey TATs.
- Manage and close audit, compliance, and exception observations within timelines.
- Acquire and manage Mid Corporate customers to achieve business growth targets.
- Drive advances growth, liability growth, CASA growth, and term deposit growth.
- Increase income through trade, forex, processing fees, and cross-sell opportunities.
- Focus on NTB customer acquisition and expansion of existing customer relationships.
- Grow fund-based and non-fund-based business while improving portfolio profitability.
- Drive product penetration across assets, liability, trade, treasury, and retail banking products.
- Monitor portfolio performance, renewals, slippages, and overdue accounts.
- Ensure achievement of revenue, productivity, and return enhancement targets.
(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 collaboration with internal stakeholders to meet customer requirements.
- Build and maintain effective working relationships across teams.
- Support business objectives through teamwork and coordination.
- Drive a customer-focused and service-oriented approach.
- Encourage accountability and timely execution of tasks.
- Share knowledge and best practices within the team.
- 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
Skills
Transaction bankingDigital BankingTrade FinanceCash ManagementBusiness AnalyticsForexcomplianceKYC
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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