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