Qureos Mentor

YES BANK

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 Market Assessment and Business Development
 
 
 
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 Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
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 Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
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 Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
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 Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.
 
 
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 Revenue Generation
 
 
 
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 Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
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 Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer &amp; relationship manager.
 
 
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 Portfolio Management and Deal Structuring
 
 
 
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 Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients&rsquo; financial requirement.
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 Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
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 Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.
 
 
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 Credit Appraisal
 
 
 
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 Credit Assessment and CAM preparation through detailed analysis
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 Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.
 
 
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 Documentation and Compliance
 
 
 
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 Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
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 Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.
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Relationship Manager

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 Key Responsibilities &amp; Kpis Of The Role
 
 
 
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 Manage a portfolio of MNC&rsquo;s with key responsibilities including advising clients on funding strategies, choose between various Bank products ensuring maximum ROI for the Bank
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 Responsible for deal origination, structuring, obtaining credit approvals and implementation of financial solutions for a portfolio of clients spanning the large corporate houses.
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 Evaluating credit/risk profile of companies and structuring suitable financial solutions for them including working capital, capex financing, off-balance sheet finance, etc.
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 Cross-selling products of the bank including - treasury solutions, liabilities, Digital Banking solutions, Debt capital market solutions, Syndications, corporate advisory, investment banking, corporate finance, knowledge banking, etc. Focus on liabilities, transactional banking, and opportunistically look at lending for well-priced deals.
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 Monitoring the performance of the account client (financial performance etc.) on a regular basis.
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 Actively and consistently seek an opportunity to expand share of wallet of the customer base
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 Maintain ongoing contact with operations in order to ensure smooth delivery of transactions.
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 Assist the Relationship Management Group in research and analysis on industries/clients/markets
 
 
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 Essential Competencies
 
 
 
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 In depth knowledge of corporate banking products and concepts
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 In depth knowledge of India market for Multinational Corporates/ New Economy Business/ GCCs/ etc
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 Technical and professional know-how
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 Service focused
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 Innovation and creativity
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 Open to change and eagerness to grow
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 Understanding of technology in banking
 
 
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 Education
 
 
 
 
 Essential:
 
 CA/MBA from a reputed institute
 
 
 
 Preferred:
 
 NA
 
 
 
 Experience
 
 
 
 
 Essential:
 
 5-10 years of banking experience of which at least 3-5 years should be in relationship management of Multinational Banking client/ Corporate Clients account management
 
 
 
 Preferred:
 
 NA
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 PURPOSE OF THE ROLE
 
 
 
 The said resource will be a part of the DCM team, assisting Sr. Product Specialist/Product Specialist DCM in all aspects of DCM origination, Distribution and execution of debt issuances for cross section of issuers across corporates, NBFCs, financial institutions, etc.
 
 
 
 Key Responsibilities &amp; Kpis Of The Role
 
 
 
 These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.
 
 
 
 Responsibilities
 
 
 
 
 Strategy &amp; Planning
 
 
 
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 Support Product Specialist/Sr. Product specialist on transactions by delivering operational, executional and documentation related assistance
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 Ensure seamless transaction delivery, client servicing and post deal management of the client/transaction
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 Keep track of market trades/primary transaction to apprise team on market trends/provide intelligence/price discovery of mandates
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 Provide inputs to senior team members about deal pipelines, priorities, deadlines etc.
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 Assist senior team members in preparation of internal documentation/memos for transaction approvals
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 Assist in structuring of bond offerings
 
 
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 Policies, Processes &amp; Procedures
 
 
 
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 Assist in ensuring aspects of bond origination and issuance follow relevant policies and procedures
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 Collaborate with internal teams (risk, relationship, compliance, etc.) to seek clarifications and conclude on critical deal related aspects
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 Contribute to streamline operational workflows to improve client/transaction turnaround timelines
 
 
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 Risk and Internal Control
 
 
 
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 Assist to ensure that DCM transactions adhere to internal risk management guidelines, regulatory requirements, etc.
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 Assist Relationship management teams in preparation of credit memoranda by proving relevant market related inputs while seeking limits for Investment transactions
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 Assist in resolution of any outstanding exceptions related to the DCM business
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 Support adequate record keeping for audit or regulatory purposes
 
 
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 People Management
 
 
 
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 Work closely with senior team members, legal, compliance, operations and finance teams for smooth deal delivery
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 Assist senior team members with follow-ups, documentation prep and administrative tasks to free up bandwidth for them
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 Collaborate with external stakeholders like exchanges, other DCM outfits, rating agencies etc.
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 Lead micro-initiaitves (ex. Process improvements/automation/etc.)
 
 
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 Documentation &amp; Compliance
 
 
 
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 Track and organise execution and closing documents
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 Coordinate with internal teams, external counsel(if any) and issuers for timely documentation flow
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 Assist Issuers in preparation of Issue related documents and introduce them to relevant external parties like rating agencies, debenture trustees, RTAs, legal counsels, etc.
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 Maintain records of transactions
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 Support the team in preparing data/ensuring timely submissions of data to regulators like RBI and SEBI/assisting in regulatory or internal audits
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 Track and organise execution and closing documents
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 Coordinate with internal teams, external counsel(if any) and issuers for timely documentation flow
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 Assist Issuers in preparation of Issue related documents and introduce them to relevant external parties like rating agencies, debenture trustees, RTAs, legal counsels, etc.
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 Maintain records of transactions
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 Support the team in preparing data/ensuring timely submissions of data to regulators like RBI and SEBI/assisting in regulatory or internal auditsZ
 
 
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 </ul>
 
 Education
 
 
 
 
 Essential: CA/MBA/Post Graduate diploma in management/Post Graduate degree in science/maths/statistics/economics
 
 
 
 
 Preferred: (same as above)
 
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Junior Product Specialist DCM

Join YES BANK and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

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Relationship Manager

Relationship Manager

Junior Product Specialist DCM