Job Title YES Bank - Urgent Opening - Relationship Manager - CA Freshers
Category Banking
Location Pune
Company Yes Bank
Description Job description
We are hiring Chartered Accountants who are based out of Pune For the position of Relationship Manager at YES Bank.


Job description:


We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from 100 Cr to 500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products.


Key Responsibilities:


1. Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between 100 Cr to 500 Cr. Identify opportunities through market intelligence, references, and industry networking.

2. Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.

3. Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with banks credit policies.

4. Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.

5. Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.

6. Cross-Selling: Identify and capitalize on cross-sell opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
Salary Not Disclosed
Last Date 2026-05-22 00:00:00
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