Relationship Leader Super Cluster

Yesbank (Bangalore, KA, India) 1 day ago


  • Seek and acquire new client relationships by understanding the customers 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
  • Illustrates understanding of consumers, competition and current market conditions through primary and secondary research
  • Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions
  • To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group
  • Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups.
  • 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.
  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.



  • Bachelor’s degree in any field
  • Master’s degree in Financial Management is preferred
  • CA/CFA is preferred
  • AMFI/NCFM/IRDA certifications will be an added advantage

Bangalore Kasturba Road Branch  
Ground Floor Prestige Obelisk Municipal No.3 Kasturba Road   Bangalore 560001


:   Relationship Leader Super Cluster

  Day Job

Relationship Leader Super Cluster

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