Role: Relationship Manager

BU: Commercial Banking

SBU: Mid Corporates

Clients' Turnover: 500 to 1500 Crores

Responsibilities:

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
- 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 current 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.

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.

Business Analytics & Reporting
- Track business performance aga

📌 Mid Corporates (Mumbai)
🏢 Yes Bank
📍 Mumbai