Relationship Manager

Position

Location

Role Summary

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 and offer them liabilities solutions.
• 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, IT & ITES, Digital NBFC space.