Role Summary

The role holder is responsible for building acquisition of Current–to–Bank Business Banking MSME according to business strategy of the cluster.

Core Responsibilities

- Responsible to build SME business according to business strategy

- Achieving sales target in line with business strategy of cluster

- Understanding the cluster requirements and working closely with the team of SL/RL to achieve the business objective

- Develop and share MIS for understanding the market and for effective functioning of the cluster

- Focus on offering financial solutions to the SME segment for their asset/liability needs

- Working closely with the Credit/Risk team to drive business using appropriate sourcing strategy according to the dynamic market conditions

- Identify Cross Sell (Trade/CMS/Direct Banking/Forex/YCOPs) opportunities in each asset client and derive strategies to maximize profitability





- People and Team Management including career management, coaching and mentoring of critical talent in the team

- Market mapping of cluster, strategies for expansion of market base and proactively working towards development of new products/markets along with Product Development Team.

Minimum Qualifications

- Bachelor’s degree in any field

- Master’s degree in Financial Management is preferred

Professional Certifications

- CA/CFA is preferred

- AMFI/NCFM/IRDA certifications will be an added advantage

Years Of Experience

- A minimum of 8-14 years of relevant experience with at least 5-7 years in a similar role

Nature Of Experience

- Prior experience in Banking/NBFC in Working Capital/LAP/Mortgages

📌 Cluster Business Leader (Noida)
🏢 Yes Bank
📍 Noida