Relationship Leader Portfolio

Last Updated: 23 September 2020

JOB DETAILS

Company Name
Yes Bank
Job title
Relationship Leader Portfolio
Education
Location
Experience
2-3 Years
Salary
Not Mentioned

Job Profile


Job Description :

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities
  • NA


Core Responsibilities
  • Assess and monitor facilities being sanctioned to clients along with monitoring of business performance and account conduct
  • Ensure portfolio/client level exceptions are minimum and in control.
  • Analysis of Financial and Bank Statements of the clients
  • Assessing requirements for Credit Facilities including Working Capital, Trade Finance, and Term Loans etc. for the Business Banking/SME space.
  • Carry out Due Diligence of clients to mitigate various associated risks
  • Industry Analysis and Benchmarking against Industry standards
  • Prepare and present Credit Proposal to the sanction authorities.
  • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client
  • Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity.


People Management or Self-Management Responsibilities
  • 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.


Risk and Internal Control Responsibilities
  • 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.
Qualifications :

SECTION V: KNOWLEDGE & EXPERIENCE
KNOWLEDGE

Minimum Qualifications
  • Bachelors degree in any field
  • Masters degree in Financial Management is preferred


Professional Certifications
  • CA/CFA is preferred
  • AMFI/NCFM/IRDA certifications will be an added advantage


Language Skills
  • Written and spoken English is essential

EXPERIENCE

Years of Experience
  • A minimum of 2-3 years of relevant experience with at least 1 year in a similar role


Nature of
Experience
  • Prior experience in Banking/NBFC in Working Capital

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OTHER DETAILS

Key skills
Industry
Banking/ Accounting/ Financial Services
Summary
Job Description :SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial Responsibilities * NACore Responsibilities * Assess and monitor facilities being sanctioned to clients along with monitoring of business performan
Last Date
2020-11-22
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