CA Group 1 & Group 2 Completion is must!

CA Trainee Articleship for 1 year with YES Bank, Pune

Stipend - 34,500/month

Role: Relationship Manager

BU: Large Corporates

SBU: Large Corporates

Clients' Turnover: 1500+ Crores

Location: Pune

Responsibilities:

Market Assessment and Business Development

- Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
- Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
- Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
- Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Portfolio Management and Deal Structuring





- Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients financial requirement.
- Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
- Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an productive and timely manner.

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.

Documentation and Compliance

- Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
- Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.

📌 CA Industrial Trainee - Large Corporates @ YES Bank, Pune
🏢 Yes Bank
📍 Pune