Yes Bank : Relationship Manager

FieldDetails
Job TitleRelationship Manager
Job ID35037
Job TypePermanent
Job NatureFull Time
Company(Not specified in description)
Job LocationPrabhat Road Branch
Work ModeWork From Office
Role SummaryResponsible for acquiring NTB (New-to-Bank) Trade MSME clients and advising on treasury products, cash management services, working capital, and trade finance solutions.
Strategic / Managerial RoleRM/SRM acts as the single point of contact for trade customers, managing all banking requirements.
Core Responsibilities• Acquire and manage trade and high-value MSME customers• Handle working capital requirements for clients• Manage pre-shipment and post-shipment finance limits• Complete customer lifecycle management (acquisition, onboarding, portfolio management, activation, attrition control)• Increase trade revenue by improving wallet share• Acquire new trade and high-value liability customers• Facilitate smooth trade transactions and processing• Upsell treasury solutions like forwards and options• Provide cash management services to customers
Compliance Responsibilities• Conduct due diligence for AML and regulatory compliance• Monitor pending compliance items like bill of entry and export bills
Key SkillsRelationship Management, Trade Finance, Treasury Products, Cash Management
Personal SkillsSelf-driven mindset, strong communication, interpersonal skills, solution-oriented approach
Tools / PlatformPowered by Talent Recruit (Recruitment platform)

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