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 (Job specific responsibilities - Use as applicable)

• 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.

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 revenue.
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📌 Relationship Manager (Noida)
🏢 Yes Bank
📍 Noida