Relationship Manager
Business Unit
Commercial Banking
Sub Business Unit
Management Band
Junior Management
Outlines the count of employees reporting and financial metrics of the role.
Financial Metrics (Budget, Revenue, etc.)
Incremental AMB Book Growth (Asset AMB Book) Trailing 3 Months AQB calculations (Indicative only)
Incremental CA BS AMB Growth Liabilities
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.
Metrics that are used to evaluate the success / performance of the role; Strategy & Planning
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.
Total NII (Asset + Liab)
Asset NTB
Deliver financial targets relating to earnings, asset growth, liability mobilization, and fee income across multiple product groups.
Relationship Management
Acquire and cultivate current client relationships by understanding their financial and strategic requirements
Drive superior customer experience through proactive engagement and high-quality service delivery
Undertake brand communication initiatives to reinforce the Bank's positioning in the market.
Anticipate client needs by analyzing sectoral trends, regulatory changes, and economic conditions




Conduct rigorous analysis of client financials including income statements, balance sheets, cash flows, ratios and projections
Evaluate management quality, industry risk, and economic factors to structure sound credit proposals.
Maintain the highest standards of documentation, ensuring accuracy, completeness, and legal soundness
Ensure strict adherence to regulatory requirements (KYC, AML, FEMA, RBI guidelines)
Coordinate with risk, operations, and product teams to ensure seamless compliance across the transaction lifecycle.
Build expertise in both traditional and digital banking solutions, including CMS and API base offerings.
Self-Management Responsibilities
Define annual performance objectives with reporting managers and ensure consistent progress tracking
Take ownership of personal learning by identifying developments needs and bridging gaps through training, mentoring, and industry exposure
Stay abreast of industry developments, regulatory changes, and emerging best practices through continuous education and professional networking
Risk and Internal Control
Rigorously apply the Bank's risk policies and frameworks to mitigate credit, operational, reputational, and compliance risks
Ensure audit readiness through disciplined information management, documentation, and adherence to internal control systems
Promote a culture of compliance and risk awareness across all client and internal interactions

SECTION V: OPERATING NETWORK

Risk team: Interact with credit bureaus and relevant stakeholders
Bachelor's degree in any field
Master's degree is preferred
Experience
Essential A minimum of 2 to 5 years of relevant experience in BFSI sector.
I Quality Focus

📌 Relationship Manager - Bank (Noida)
🏢 Yes Bank
📍 Noida