Yes Bank - Relationship Manager - Sales - Emerging Local Corporate Vertical (0-6 yrs)
Summary :
The role holder is responsible for assisting Section Leader/Team Leader in originating leads for building up a liability book and increasing wallet in the existing portfolio for the bank mainly in Ecommerce, Start-ups, Fintech and IT/ITES segments viz. Current Accounts, Nodal Accounts, Escrow Accounts, FD's, Trust Accounts, TASC etc.
Core Responsibilities :
- Acquire new client relationships and grow & maintain high quality, profitable and broad based relationships with the senior management of the existing client base
- Imbibe YBL polices, systems, processes and regulatory framework as applicable to the job.
- Work under guidance from the reporting authority to analyse the banking needs of existing /target customers.
- Be adept at financial analysis in context of the banking product being sold to the customer.
- Understand the product offering from YBL and under superior's guidance cross sell the entire suite of banking products.
- To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners /OSD /Risk Management and other Relationship management groups
- Achieve Bank's objective in terms of revenue, liability book increment, CMS and DB products cross sell, FDI etc. as per agreed budgets/targets.
- Maintain accurate information regarding the liability portfolio, P&L, cross sell as part of the CRM/portfolio management
- The primary focus will be on e-Commerce, Fintech, Gaming, IT & ITES space
Qualifications :
- Bachelor's degree in any field
- Master's degree in Finance is preferred
Experience : A minimum of 0-6 years of relevant experience with at least 0-3 years in a similar role
