SECTION I: ROLE INTRODUCTION

Outlines the basic information of the role.

Job Title

Relationship Manager

Reporting To

Cluster Business Leader

Job Code ID

COB5G66GG

Business Unit

Commercial Banking

Grade/ Level

G7

Sub Business Unit

Medium Enterprises

Management Band

Junior Management

Location

PAN India

Section II: JOB ROLE SCOPE

Outlines the count of employees reporting and financial metrics of the role.

Number of Direct Reports

NA

Financial Metrics (Budget, Revenue, etc.)

• Gross Disbursement
• Incremental AMB Book Growth (Asset AMB Book) Trailing 3 Months AQB calculations (Indicative only)
• Incremental Non-Fund EOP
• Total Income Forex income & Trade Fee & Processing Fee
• Incremental CA BS AMB Growth Liabilities
• Incremental TD BS AMB Growth Liabilities

Total Team Size

NA

SECTION III: PURPOSE OF THE ROLE

A two-to-three-line statement outlining the objective or the reason for which the job exists.





• Drive acquisition of recent-to-bank clients and deepen existing relationships be delivering a comprehensive suite of banking products and solutions
• Achieve agreed objectives across assets, liabilities, and fee income, with a focus on sustainable growth, cross-sell and increased wallet share
• Meet clients’ requirements through seamless coordination with internal teams, ensuring superior service delivery, adherence to risk and compliance standards, and continuous improvement in VOC scores.

SECTION IV: KEY RESPONSIBILITIES & KPIS OF THE ROLE

These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.

Metrics that are used to evaluate the success / performance of the role; specific targets do not need to be included as those would change from Y-o-Y.

Responsibilities

KPIs

Strategy & Plan

📌 Relationship Manager (Haridwar)
🏢 Yes Bank
📍 Haridwar