Market Assessment and Business Development

Conducts market research to identify, initiate, establish and develop long term business relationships with the objective of meeting business and revenue objectives.
Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients.
Conducts proactive business development activities from new & existing clients, through strategic penetration into identified market/sectors across the entire portfolio spectrum.

Relationship Management

Identifies and acquires recent client relationships by understanding the customers financial needs and provides suitable solutions in terms of providing bank products and services.
Manages the client relationships by handling activities ranging from identifying clients’ financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal.

Portfolio Management and Deal Structuring





Works in close coordination with Regional Segment Head / Team Leaders as and when required in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement.
Works in close coordination with Team Leaders in management of various portfolios to ensure proper understanding of customer needs and ensure their financial needs are addressed.

Revenue Generation

Drives his/her team to ensure regional objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups.
Drives sales and key business operations to ensure effective management of profit and loss account of Corporate Banking at a regional level in line with the overall business objectives.
Targets specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Credit Appraisal

Participates in appraisal of proposals in

📌 Senior Relationship Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai