Strategy and Planning
• Drive growth of the Mid Corporate portfolio in line with business and revenue targets.
• Develop strategies for acquisition of current customers and deepening of existing relationships.
• Improve wallet share through focused penetration of asset, liability, trade, and treasury products.
• Ensure portfolio growth while maintaining portfolio quality and compliance standards.
Product, Policies, Processes & Procedures
• Promote the bank's asset, liability, trade finance, forex, cash management, and cross-sell products.
• Ensure adherence to all bank policies, credit guidelines, and regulatory requirements.
• Maintain high standards of documentation, KYC, and account hygiene.
• Ensure timely processing of customer requests and adherence to journey TATs.
• Manage and close audit, compliance, and exception observations within timelines.
Business Development & Portfolio Management / Revenue Generation (Job specific responsibilities - Use as applicable)
• Acquire and manage Mid Corporate customers to achieve business growth targets.
• Drive advances growth,
liability growth, CASA growth, and term deposit growth.
• Increase income through trade, forex, processing fees, and cross-sell opportunities.
• Focus on NTB customer acquisition and expansion of existing customer relationships.
• Grow fund-based and non-fund-based business while improving portfolio profitability.
• Drive product penetration across assets, liability, trade, treasury, and retail banking products.
• Monitor portfolio performance, renewals, slippages, and overdue accounts.
• Ensure achievement of revenue, productivity, and return enhancement targets.
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 r
📌 Senior Relationship Manager (Pune)
🏢 Yes Bank
📍 Pune