Relationship Leader

Yesbank (Chandigarh, CH, India) 5 days ago




Strategic/ Managerial Responsibilities
  • N / A
Core Responsibilities
Business Acquisition
  • Analyzes the corporate requirements and provide customized solutions to fulfil their short term & long term requirements
  • Researches competition offers during corporate visits & proactively recommends for review & revision to Product team & MCC
  • Seeks opportunities to increase YES FIRST penetration
  • Reviews the catchment, identify target relationships for new acquisition
  • Conducts joint calls with relationship Group RMs, Product, Senior Leadership to facilitate acquisition of  new key relationships
  • To work effectively towards cracking large deals on income earning products like Gift Cards, Asset Products, MF & Insurance
  • Drives migration to electronic channels and explore opportunities of setting captive ATM’s in the corporate premises to improve visibility
  • Conducts regular activities , helpdesks / service desks at the corporate to increase visibility
  • Reviews corporate requirements & competition offering and provides customized solutions with help of product to ensure conversions
Service Quality
  • Ensures High standards of Service Quality delivered to the corporate
  • Ensures 85% Salary Credit (SLC) in accounts acquired from portfolio corporate
  • Reviews Complaint Management & Service Excellence for portfolio corporate and highlight gaps to Service Team
  • Reviews re-designation / closures in portfolio corporate and ensure portfolio quality
Generate Cross Sell Opportunities
  • Collaborates with other product sales groups in the location for Cross Sell facilitation
  • Plans and implements various cross sell initiatives of balance builders & asset products to improve product penetration in the portfolio
  • Explores other banking requirements and Collaborates with other relationship groups to increase banking relationships
People Management 
  • Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section.
  • Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals.
Risk and Internal Control Responsibilities
  • Implements the risk policies and processes (operational, regulatory, financial, informational, reputational and audit risks), ensuring that that these meet regulatory and internal requirements.
  • Implements the internal control systems in the department and participates in the departmental audits.
  • Implements practices to bridge gaps identified during departmental audits.





Key Internal Interactions
Purpose of Interaction
  • Solicit support for any promotional activities conducted

Other BU RM’s and Units

  • Connect with Business Banking RM’s to generate leads
  • Liase with YSL, Credit Cards and Retail Banking to maximize cross sell opportunities
  • Follow up for activation of accounts
  • Follow up for salary and form processing
Key External Interactions
Purpose of Interaction

Corporate Clients

  • Engage with key corporate functionaries in a professional and positive manner to generate interest and acquire relationships

Existing YBL Cusotmers

  • Seek to engage and identify opportunities to increase the overall wallet share


Minimum Qualifications
  • Bachelor’s degree
  • Master’s degree is preferred

Shop Cum Office (SCO) No. 151-152 Sector 9 C Madhya Marg Chandigarh 160017   CHANDIGARH
  CHANDIGARH   160017


:   Relationship Leader

  Day Job

Relationship Leader

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