Relationship Manager
YES BANK
Date: 19 hours ago
City: Pune, Maharashtra
Contract type: Full time
Please find below the JD for the Relationship Manager role:
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
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
- 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.
- 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.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Devops Engineer
Crisil,
Pune, Maharashtra
16 hours ago
Build, update, or automate existing Infrastructure, Development processes or build from scratch. Automate and Improve development and release processes including Test Cycles integration. Design, Implement, and maintain processes for CICD. Experience on Provisioning, Deploying, Configuring and Orchestrating resources based on varying needs. Understanding of change management process. Hands-on experience in Patching activities and production support. Candidate should be proficient in...
Eng Pgm Manager
Honeywell,
Pune, Maharashtra
2 days ago
Key Responsibilities JOB DESCRIPTION Quality Management System (QMS) sustenance. Focal person for all QMS operations like asset maintenance, arranging / conducting audits, process improvements, tracking Quality objectives etc. Responsible for tracking / reviewing Quality objectives & conducting QMS reviews on monthly basis with all stake holders Drive operational excellence by analyzing existing operational processes and identify areas for improvement, implementing...
SPE-Customer Service HC
Cognizant,
Pune, Maharashtra
4 days ago
Job SummaryJoin our dynamic team as a Customer Service Specialist where you will play a pivotal role in ensuring exceptional service delivery. With a focus on customer satisfaction you will utilize your skills in customer service and basic workforce management to address inquiries and resolve issues efficiently. This hybrid role offers the flexibility of night shifts allowing you to balance...
