Strategy and Planning 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. Product, Policies, Processes & Procedures 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 Business Development & Portfolio Management / Revenue Generation (Job specific responsibilities - Use as applicable) 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.

Business

Analytics & Reporting / Productivity Enhancement / Technology Implementation (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.

People Management

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 robust accountability.

Effective communication, negotiation, and influencing skills.

Ability to prioritize tasks and manage multiple customer requirements efficiently. Governance & Compliance 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. Risk and Internal Control 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.

📌 Relationship Manager (India)
🏢 Yes Bank
📍 India