07/01 Surbhi Jain
Consultant at Skillventory

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Senior Manager/Assistant Vice President - Relationship Management - Urban Infrastructure Banking - Bank (2-12 yrs)

Mumbai Job Code: 651012

Job Description:

1) Revenue Generation :

- Achieve Banks objective in terms of earnings,Real Estate, Education, Hospitality and Healthcare etc. as per agreed budgets/targets from client relationship across all product groups

2) Relationship Management :

- Seek and acquire new client relationships by understanding the customer's financial needs and provide suitable solutions in terms of providing bank products and services

- Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal

- Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank

- Responsible for articulation of the customer requirements as input to product development teams

3) Communication/PR of Bank's product :

- Undertakes brand communication initiatives for designated product

- Communicates product positioning messaging that differentiates YES Bank's products in the market

4) Market Research :

Illustrates understanding of consumers, competition and current market conditions through primary and secondary research

5) Credit Appraisal :

- Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions

6) Documentation and Compliance :

- To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group

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