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 revenue.
• Promote adoption of digital banking and transaction banking solutions.
• Ensure timely and accurate updates of customer information in bank systems.
• Use data and market insights to identify new business opportunities and improve productivity. People Management
• Strong collaboration with internal stakeholders to meet customer requirements.
• Build and maintain effective working relationships across teams.
• Support business objectives through teamwork and coordination.
• Drive a customer-focused and service-oriented approach.
• Encourage accountability and timely execution of tasks.
• Share knowledge and best practices within the team. Governance & Compliance
• Ensure compliance with regulatory requirements and bank policies.
• Maintain proper KYC, documentation, and account hygiene.
• Adhere to credit, risk, and operational guidelines.
• Monitor customer accounts regularly and highlight any exceptions.
• Ensure timely closure of audit and compliance observations.
• Follow ethical business practices and maintain high governance standards. Risk and Internal Control
• Conduct customer due diligence and ensure compliance with KYC/AML requirements.
• Monitor customer accounts and transactions as per bank guidelines.
• Ensure timely submission and completion of required documentation.
• Identify and escalate potential risks and exceptions.
• Adhere to internal controls, policies, and regulatory requirements.
• Maintain portfolio quality and compliance hygiene.

📌 Senior Relationship Manager (Pune)
🏢 Yes Bank
📍 Pune