Relationship Manager

YES BANK; Maharashtra; Presencial; INR 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

Yes Bank Ltd. is seeking a Market Assessment and Business Development professional to identify opportunities, understand customer needs, and drive revenue growth. The role focuses on market research, client engagement, and collaboration with risk and sales teams to close deals.

The incumbent will build relationships with key customers, prepare proposals, and ensure documentation and CRM accuracy to support timely transactions and ongoing business continuity.

Formación

• Experience in market research and identifying customer needs.
• Ability to build and maintain key client relationships.
• Proven track record in generating revenue opportunities.
• Familiarity with preparing proposals and dealing with stakeholders.

Responsabilidades

• Conducts market research to understand consumers, competition and market conditions.
• Participates in meetings with customers to identify needs and propose solutions.
• Maintains relationships with key accounts to ensure growth and continuity.
• Identifies new sales opportunities and drives revenue via existing and new clients.
• Structures deals and prepares data for credit proposals in line with customer requirements.
• Coordinates with risk and other stakeholders to ensure smooth transaction approvals.
• Ensures documentation standards and CRM updates are maintained.

Conocimientos

Market research

Relationship management

Business development

Sales opportunity identification

Descripción del empleo

Market Assessment and Business Development

• Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
• Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
• Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
• Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Revenue Generation

• Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
• Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Portfolio Management and Deal Structuring

• Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement.
• Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
• Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

Credit Appraisal

• Credit Assessment and CAM preparation through detailed analysis
• Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Documentation and Compliance

• Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
• Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.
• Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
• Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
• Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively.
• Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.