Role & responsibilities The role holder is responsible for assisting Senior Relationship Manager / Team Leader in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to Financial Institutions clients.

Market Assessment and Business Development

- Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segments, NBFCs & Capital Market and Custody
- Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
- Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
- Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Revenue Generation

- Assist in Identifying new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through recent and existing customers for achievement of established targets and objectives.




- Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Portfolio Management

- Works independently and under the supervision of Senior Relationship Managers/Team leaders to ensure clients financial requirement is addressed effectively.
- Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
- Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

Credit Appraisal

- Credit Assessment and CAM preparation through detailed analysis
- Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Documentation and Compliance

- Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
- Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.

Preferred candidate profile

Masters degree: CA/MBA/PGDM

📌 Relationship Manager -CA Freshers/MBA freshers from Tier 1 institutes (Mumbai)
🏢 Yes Bank
📍 Mumbai