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Relationship Manager

Bank

Yes Bank

Location
Gandhinagar
Experience
4–8 yrs
Posted
Posted 8 days ago

Experienced CA


Job description

Job Title- Relationship ManagerReporting To- Team Leader - Government BankingLocation-Ahmedabad/GandhinagarPurpose of the role-The primary purpose of the Relationship Manager is to strengthen and manage banking relationships with Central and State Government departments, as well as administered institutions under their purview. Working under the guidance of the Team Leader, the role is responsible for identifying opportunities, understanding requirements, and delivering tailored banking solutions. The position serves as the on-ground interface with multiple layers of government establishments, ensuring seamless engagement, solution delivery, and long-term relationship building.SECTION IV: KEY RESPONSIBILITIES & KPIS OF THE ROLEResponsibilitiesCore ResponsibilitiesAcquiring new clients & managing a portfolio of Government clients (PSUs and All Administered Institutions of Govt of India and State Governments)Ensure a strong relationship with existing accounts.Focus on offering financial solutions & cross selling.Actively and consistently seek an opportunity to expand share of wallet of the customer baseBuild knowledge of all the products being offered to customers.Maintain ongoing contact with operations in order to ensure smooth delivery of transactionsImplement marketing plans.Assist the Relationship Management Group in research and analysis on industries/clients/marketsPrepare credit approval/renewal memorandum, generate risk analysis reports on the client portfolioArticulation of customer requirements to the product teams and work closely for product development to ensure customer needs are metCo-ordinate with financial markets, investment banking and retail banking teams to ensure synergies in cross selling products to government/PSU customersResponsible for management/recovery/NPAs for this cluster of customersDetermining the skills and manning levels required for effective delivery of servicesSECTION VI: ROLE PROFILE REQUIREMENTSEducationEssential: CA/MBA from a reputed instituteExperienceEssential: 4-8 years of banking experience of which at least 2-3 years should be in Government Banking in client account management in a leadership position

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