ROLE INTRODUCTION

Job Title

Relationship Manager

Reporting To

Cluster Business Leader

Business Unit

Commercial Banking

Sub Business Unit

Medium Enterprises

Location

Mumbai

Section II: JOB ROLE SCOPE

SECTION III: PURPOSE OF THE ROLE

• Drive acquisition of current-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 & Planning

• Formulate and execute client acquisition and portfolio growth strategies in alignment with the Bank’s overall business objectives.
• Define performance goals at the beginning of the year in consultation with reporting managers and continuously track progress.
• Translate market insights and client intelligence into actionable business plans.
• Contribute to product and process enhancements by providing structured feedback from client and market interactions
• Governance on Internal Audit
• Retail Cross Sell
• Retail Cross Sell
• PF
• FX
• Liability NTB
• Non-Fund (AYB)
• CASA Growth (AYB)
• Overdue Renewal
• Trade Target
• Fresh Slippages
• Advances Growth (EOP)
• Governance on E

📌 Relationship Manager (India)
🏢 Yes Bank
📍 India