Job Description

Description

 
SECTION I: BASIC INFORMATION

Job Code

Cost Center

Job Title

Relationship Manager

Functional Title

Relationship Manager

Grade

Senior Manager

Management Band

Business Unit

Indian Financial Institutions Banking

Division

Indian Financial Institutions Banking

Department

Insurance & Mutual Fund

Location
Mumbai

Reporting to

Ms. Reena Damani

No. of Direct Reports

SECTION II: ROLE SUMMARY

The role holder is responsible for managing relationship along with business development for Mutual Funds, Insurance companies and respective Intermediaries through liability product offerings of the bank

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Core Responsibilities
  • Responsible for cross sale of various banking products like CMS, Trade Finance, Treasury, Term Deposits etc. to increase CASA and generate Fee Income for the bank
  • Responsible for performing credit appraisal of clients for fund based and non-fund based credit facilities
  • Working with DCM team for distribution of bonds for various issuers / companies, Forex Derivative / remittance and empanelment / execution of GMRA / ISDA
  • Engaging with Investment Banking team for exploring any Merchant Banking, M&A, Consolidation opportunity
SECTION IV: KEY INTERACTIONS
Key Internal Interactions

Purpose of Interaction

Risk Team

  • For processing the CAM, setting limits and completion of documentation.
Products  Teams
  • Interacting with DCM, CMS, BSMG, YCOP, OPDT, Credit Cards, Retails Assets, Digital Banking, etc for distribution of product across segment.

Yes Securities Ltd.

  • Engaging with merchant banking team for ECM requirement of Insurance & Mutual Funds
  • Engaging with investment banking team to explore consolidation opportunities, identification of strategic / financial equity partner.
  • Empanelment of Yes Securities for equity broking

Operation Teams

  • CSD, BSD and NOC for smooth operations and on-boarding of client.

Compliance Team

  • Guidance on regular intervals on compliance, credit risk, legal risk and operational risk team to ensure regulatory and internal compliance

BDTS Team

  • Continuous interaction to facilitate customization desired by clients for CMS and liability products.
Key External Interactions

Purpose of Interaction

Customer
  • Building relationship and sourcing business for bank.
SECTION V: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Minimum Qualifications
  • Bachelor’s degree in Management, Commerce, Science(BSc / BCom)
  • Qualified Chartered Accountant/ Master’s degree in Management (MBA)
Language Skills
  • Written and spoken English, Hindi, Marathi
EXPERIENCE
Years of Experience
  • A minimum of 3 years of relevant experience in a similar role
Nature of
Experience

TECHNICAL COMPETENCIES

Technical  Competencies

  • Financial Analysis
  • Regulatory Guidelines for Insurance & MF
HR Validation by
Date
Line Management Validation by
Date

 

Qualifications

 
SECTION I: BASIC INFORMATION

Job Code

Cost Center

Job Title

Relationship Manager

Functional Title

Relationship Manager

Grade

Senior Manager

Management Band

Business Unit

Indian Financial Institutions Banking

Division

Indian Financial Institutions Banking

Department

Insurance & Mutual Fund

Location
Mumbai

Reporting to

Ms. Reena Damani

No. of Direct Reports

SECTION II: ROLE SUMMARY

The role holder is responsible for managing relationship along with business development for Mutual Funds, Insurance companies and respective Intermediaries through liability product offerings of the bank

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Core Responsibilities
  • Responsible for cross sale of various banking products like CMS, Trade Finance, Treasury, Term Deposits etc. to increase CASA and generate Fee Income for the bank
  • Responsible for performing credit appraisal of clients for fund based and non-fund based credit facilities
  • Working with DCM team for distribution of bonds for various issuers / companies, Forex Derivative / remittance and empanelment / execution of GMRA / ISDA
  • Engaging with Investment Banking team for exploring any Merchant Banking, M&A, Consolidation opportunity
SECTION IV: KEY INTERACTIONS
Key Internal Interactions

Purpose of Interaction

Risk Team

  • For processing the CAM, setting limits and completion of documentation.
Products  Teams
  • Interacting with DCM, CMS, BSMG, YCOP, OPDT, Credit Cards, Retails Assets, Digital Banking, etc for distribution of product across segment.

Yes Securities Ltd.

  • Engaging with merchant banking team for ECM requirement of Insurance & Mutual Funds
  • Engaging with investment banking team to explore consolidation opportunities, identification of strategic / financial equity partner.
  • Empanelment of Yes Securities for equity broking

Operation Teams

  • CSD, BSD and NOC for smooth operations and on-boarding of client.

Compliance Team

  • Guidance on regular intervals on compliance, credit risk, legal risk and operational risk team to ensure regulatory and internal compliance

BDTS Team

  • Continuous interaction to facilitate customization desired by clients for CMS and liability products.
Key External Interactions

Purpose of Interaction

Customer
  • Building relationship and sourcing business for bank.
SECTION V: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Minimum Qualifications
  • Bachelor’s degree in Management, Commerce, Science(BSc / BCom)
  • Qualified Chartered Accountant/ Master’s degree in Management (MBA)
Language Skills
  • Written and spoken English, Hindi, Marathi
EXPERIENCE
Years of Experience
  • A minimum of 3 years of relevant experience in a similar role
Nature of
Experience

TECHNICAL COMPETENCIES

Technical  Competencies

  • Financial Analysis
  • Regulatory Guidelines for Insurance & MF
HR Validation by
Date
Line Management Validation by
Date

 
 
Yes Bank Tower Mumbai  
YES Bank Tower Indiabulls Finance Centre Tower 2 Senapati Bapat Marg   Mumbai
  MUMBAI  

Job

:   Senior Manager

  Day Job

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