Relationship Manager Acquisition

4 hours ago

Udaipur, Tripura, India YES BANK Full time ₹ 10,00,00,000 - ₹ 50,00,00,000 per year

Job Title: Relationship Manager
Department: Small Enterprises (SE)

Experience: 3–4 Years

Grade: Manager to 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 upto ₹100 Cr . maintaining portfolio hygiene, and actively engaging in cross-selling financial products.

Key Responsibilities

  • Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover upto ₹100 Cr. Identify opportunities through market intelligence, references, and industry networking.
  • Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
  • 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.
  • 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.
  • Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
  • Cross-Selling: Identify and capitalize on cross-sell 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.
  • 3–4 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.

  • Talent acquisition manager

    3 weeks ago

    Udaipur, India Net2Source Inc. Full time

    Net2 Source is looking for a seasoned Talent Acquisition Manager with expertise in the staffing industry to lead our talent acquisition team. This role will focus on managing internal hiring initiatives, developing a high-performing recruitment team, and ensuring the organization’s hiring needs are met efficiently. The ideal candidate will have a proven...

  • Manager, Growth Marketing

    2 days ago

    Udaipur, India Whatjobs IN C2 Full time

    Role: Growth Marketer – App Experience: 4 to 6+ years Employment Type: Full-Time Employee Based Contract Location: Remote Shift Timings: 6:00 AM to 3:00 PM IST (USA based client) Notice Period: Immediate Joiners OR 15 Days (1st Choice ONLY) About the Role Little Passports is seeking a strategic, analytical, and performance-driven Web Acquisition Marketer...

  • Relationship Manager

    2 weeks ago

    Udaipur, India The Wedding Company Full time

    Job Summary:We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...

  • Client Relationship Manager

    2 weeks ago

    udaipur, India Kirana Club Full time

    Roles and ResponsibilitiesManage client relationships to drive revenue growth through upselling, cross-selling, and retention strategies.Develop and execute sales plans to meet or exceed monthly targets for new business development.Provide exceptional client servicing by ensuring timely resolution of issues and delivering high levels of customer...

  • Client Relationship Manager

    2 days ago

    Udaipur, Rajasthan, India Kirana Club Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesManage client relationships to drive revenue growth through upselling, cross-selling, and retention strategies.Develop and execute sales plans to meet or exceed monthly targets for new business development.Provide exceptional client servicing by ensuring timely resolution of issues and delivering high levels of customer...

  • Relationship Manager

    1 week ago

    Udaipur, India Max Life Insurance Full time

    KEY RESPONSIBILITIES : Identify potential leads and sources for prospective customers Connect with respective branches of these partners & organize training for employees and channel partners Generate leads through joint calls along with partner employee/sub partner Ensure quality business is sourced from the branches/sub partners of the partner Ensure...

  • Relationship Officer

    2 weeks ago

    Udaipur, India Cognus technology Full time

    **Responsibilities**: Client Acquisitions Attend leads, understand profile of client and their needs to convert them into investments. Give recommendation of mutual funds or portfolios to the clients as per their investment objectives. Analyze and Manage client’s portfolios. Build and maintain the client base. Client Support Understand their queries...

  • Relationship Manager

    2 weeks ago

    Udaipur, Rajasthan, India DCB Bank Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Role CSM/Sr.CSM/RM/Sr.RM (CASA Sales) under Retail Liabilities Branch BankingRole & responsibilitiesTo acquire new quality customers and cross sell various products as desired by the Bank from time to timeTo ensure accurate, timely and error free processing of customer service requestsTo overcome problems using guidelines and escalate with expediency, when...

  • Junior business development manager

    2 weeks ago

    Udaipur, India Zyxware Technologies Full time

    Title : Junior Business Development Manager - Staffing Services (2-3 Years) Location: KPHB Hyderabad Employment Type: Full-Time or Freelance Industry: Staffing & Recruitment Role Overview We are seeking a results-driven Business Development Manager to drive revenue growth by acquiring new clients and expanding our staffing services across the US market. This...

  • Global talent acquisition manager

    6 days ago

    Udaipur, India De Novo Solutions Full time

    About the Company de Novo is an exciting British technology company founded by the same entrepreneurs who created Certus Solutions, the original pioneers of Oracle Saa S Cloud in the UK&I. de Novo is once again pioneering into the digital world of the experience economy pushing the boundaries of the art of the possible using both Service Now and Oracle Saa S...