Relationship Manager

Actively Reviewing the Applications

YES BANK

India, Maharashtra Full-Time On-site

Posted 1 week ago • Apply by June 6, 2026

Job Description

Role Summary

The role holder will be responsible for acquiring NTB Trade MSME clients. Role require advisory on treasury products, cash management services, working capital and trade finance products.

Strategic/ Managerial Responsibilities

RM/SRM will be a single point of contact from the bank responsible for managing all the banking requirements of the on boarded Trade customers.

Core Responsibilities

Acquisition and management of Trade and high value MSME customers for their working capital requirements
Catering to customer limits requirement of pre-shipment and post shipment finance
Complete life cycle management of the customer (acquisition, on-boarding , portfolio , activation and attrition management)
Enhance trade revenue by increasing wallet share in newly onboarded and existing trade accounts
Acquisition of new trade and high value liability customers
Facilitate customer trade transaction and ensure straight through processing
UP- Sell of treasury solution such as Forwards & Options to trade customer
Provide Cash Management Services to customer

People Management Or Self-Management Responsibilities

Self-driven with positive mindset
Eager to develop and deliver projects and assignments within timelines
Solution oriented approach and collaborative skills.
Strong communication and interpersonal skills.

Risk And Internal Control Responsibilities

Conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.
Monitoring and reduce compliance pending of bill of entry and export bills