Relationship Manager

3 days ago

Vadodara, India YES BANK Full time

Job Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 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 small enterprise segment with turnover up to ₹100 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 bank's 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-selling opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions. Desired Candidate Profile: - Graduate/Postgraduate in Finance, Commerce, or a related field. - 5+ years of experience in corporate/SME/ME banking. - Strong understanding of credit analysis and financial statements. - Excellent relationship management and communication skills. - Proven ability to drive business and manage risk effectively.

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