Relationship Manager
YES BANK
SECTION IV: KEY RESPONSIBILITIES & KPIS OF THE ROLE
Responsibilities
Core Responsibilities
- Acquiring new clients & managing a portfolio of Government clients (Central + State PSU's)
- Ensure a strong relationship with existing accounts.
- Focus on offering financial solutions & cross selling.
- Actively and consistently seek an opportunity to expand share of wallet of the customer base
- Build knowledge of all the products being offered to customers.
- Maintain ongoing contact with operations in order to ensure smooth delivery of transactions
- Implement marketing plans.
- Assist the Relationship Management Group in research and analysis on industries/clients/markets
- Prepare credit approval/renewal memorandum, generate risk analysis reports on the client portfolio
- Articulation of customer requirements to the product teams and work closely for product development to ensure customer needs are met
- Co-ordinate with financial markets, investment banking and retail banking teams to ensure synergies in cross selling products to government/PSU customers
- Responsible for management/recovery/NPAs for this cluster of customers
- Determining the skills and manning levels required for effective delivery of services