Relationship Manager

2 weeks ago


Ahmedabad, Gujarat, India Yes Bank Full time

The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 100-1000 crore turnover), offering them entire suite of bank products.

Revenue Generation

- Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups

Relationship Management

- Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services

- Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal

- Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank

Communication/PR of Bank's products

- Undertakes brand communication initiatives for designated products

- Communicates product positioning messaging that differentiates YES Bank's products in the market

Market Research

- Illustrates understanding of consumers, competition and current market conditions through primary and secondary research

Credit Appraisal

- Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions

Documentation and Compliance

- To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group

Qualifications-Bachelor's degree in any field

- Master's degree in Finance is preferred

Experience - A minimum of 2-6 years of relevant experience with at least 0-3 years in a similar role

(ref:iimjobs.com)
  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India Matrimony Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...


  • Ahmedabad, Gujarat, India STAFFIAA Full time

    1. Job Title: Relationship Officer, Relationship Manager, Sr. Relationship ManagerLocation: MumbaiExperience: Minimum 6 monthsCTC: Up to 4 LPAProduct- Homeloan/Loan against propertyJob Summary:As a Relationship Officer, you will focus on customer acquisition, client relationship management, and promoting financial products/services. The role demands...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India MyCityAhmedabad Full time

    Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India White Force Full time

    Job Description: Job Description:· Graduate with 2 to 5 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition.·To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.·Build, manage and...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India Supro Consulting Full time

    Job OverviewSupro Consulting is seeking a proactive and customer-focused Relationship Manager to join our team in a full-time capacity. This junior-level position, ideal for individuals with 1 to 3 years of experience, will be based in Ahmedabad, Rajkot, Vadodara, Cuttack, Bhubaneswar, Raurkela, and Pune Division. The candidate will play a crucial role in...


  • Ahmedabad, Gujarat, India Mintskill HR Solutions LLP Full time

    Job Role  Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book Size.Responsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India BFSI Connect Pvt Ltd Full time

    Job Title: Relationship ManagerPrimary Responsibilities:Source, structure, and service clients for their financial needs, particularly for MSMEs, offering both secure and unsecured products.Address client queries and ensure prompt resolution within the required turnaround time (TAT).Coordinate with support functions (Credit/Ops) to facilitate loan...


  • Ahmedabad, Gujarat, India Togglehead Full time

    Client Relationship Manager Job SummaryTogglehead is seeking a highly skilled and results-driven Client Relationship Manager to join our team. As a key member of our marketing department, you will be responsible for developing and maintaining strong client relationships through regular communication and reporting.About the RoleWe are looking for a dynamic...


  • Ahmedabad, Gujarat, India Bonhoeffer Machines Full time

    Position Overview: The Customer Relationship Manager will be responsible for:. Client Engagement: Serving as the primary point of contact for our clients, addressing inquiries, resolving issues, and ensuring a positive customer experience. Relationship Building: Developing and nurturing long-term relationships with clients to understand their needs and align...


  • Ahmedabad, Gujarat, India The Leaders Hive Full time

    Job DescriptionJob Location: Ahmedabad & ChennaiJob Overview:We are seeking a proactive and result-oriented Relationship Manager/Sr.Manager to drive corporate acquisitions and vendor engagement on our Trade Receivables Discounting System (TReDS) platform. The ideal candidate will play a pivotal role in fostering strong client relationships, ensuring seamless...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India Tata Mutual Fund Full time

    Job DescriptionJob Description11100Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short...


  • Ahmedabad, Gujarat, India Quantixtech Solutions Pvt Ltd. Full time

    Job Title: Relationship ExecutiveLocation: Naranpura, AhmedabadIndustry: Financial ServicesWe are seeking Client Relationship Managers to build and maintain strong relationships with clients, resolve queries, and drive business growth by promoting relevant financial products.Key Responsibilities:Build and maintain long-term relationships with...


  • Ahmedabad, Gujarat, India Tekpillar Full time

    Job Title Relationship ManagerExperience Mini 2 years exp in sales marketingCTC Up to 4 High Incentives Other BenefitsPayroll On RollRoles - Find prospects and leads xc2 xa0-Build strategic relationships and partner with key industry players agencies and vendors- Build and maintain professional networks- Meet with potential clients to...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, Gujarat, India Ratnaafin Capital Pvt Ltd Full time

    Products: LAP/ BL/ WCTL/ Machinery LoanQualification: Mini GraduateAge: 20 to 32 YearsSalary: Minimum 20% hike on Current salary + Attractive Monthly Incentive + Allowances.Preference: Minimum 2 years of Experience with any of above mentioned products can apply.Maintaining a deep knowledge of company products and services.Building and maintaining strong...


  • Ahmedabad, Gujarat, India SWASTIK PLACEMENT AGENCY Full time

    E-commerce support activities, resolution of customer queries, customer satisfaction,relationship building, participation in marketing calling campaigns, and logistics handling. Furthermore, feedbackmanagement will extend to your role, with active gathering and analysis of customer feedback contributing tocontinuous improvement initiatives. Additionally,...


  • Ahmedabad, Gujarat, India ALTEEM INSTRUMENTS Full time

    About the RoleAs a Sales Coordinator at ALTEEM INSTRUMENTS, you will play a critical role in driving business growth through effective sales management and client relationship building.Key Responsibilities:Schedule appointments with customers to share company profiles and promote our products.Prepare and deliver clear, concise proposals and quotations to...


  • Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Ltd. Full time

    About the RoleWe are looking for a talented Relationship Manager - Mutual Funds (Direct Channel) to join our team at Prudent Corporate Advisory Services Ltd. in Ahmedabad. As a key member of our direct sales channel, you will be responsible for building and maintaining strong relationships with high net worth individuals and advising them on mutual fund...


  • Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time

    Job Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models target segments cash flows and structure WC solutions to best suit customer needs Ensure growth in the portfolio by way of...


  • Ahmedabad, Gujarat, India Kotak Mahindra Bank Limited Full time

    About Us:Kotak Mahindra Bank Limited is a leading financial institution dedicated to providing innovative banking solutions to individuals, businesses, and institutions. Our mission is to deliver exceptional customer experience and build long-term relationships with our clients.Role Overview:This Service Relationship Manager role is a critical part of our...


  • Ahmedabad, Gujarat, India tata aig Full time

    Role Summary In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group, Claims,Finance,legal, Business...