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 (Mumbai)
🏢 Yes Bank
📍 Mumbai