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CA Fresher Large Corporates - Relationship Manager @ Yes Bank, Mumbai

Bank

Yes Bank

Location
Mumbai
Experience
Fresher
Posted
Posted 6 days ago

CA Fresher


Job description

**Role: Relationship Manager (CA Fresher)** **BU:** **Large** **Corporates** **SBU:** **Large** **Corporates** **Clients' Turnover: 1500+ Crores** **Location: Mumbai** **Responsibilities:** **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. **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.

Required skills

  • Credit Analysis
  • Mergers and Acquisitions

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