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 recent 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 an
📌 Relationship Manager (India)
🏢 Yes Bank
📍 India
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