Sme Relationship Manager (Mumbai)

Sme Relationship Manager (Mumbai)

01 Oct
|
Yes Bank
|
Mumbai

01 Oct

Yes Bank

Mumbai

Dear Candidate ,

We have schedule a job fair for female candidates please find below mention details

Date :10 October 2026

Day: Saturday

Venue: YES BANK House, Off Western Express Highway, Santacruz (East), Mumbai - 400055

Meet person :Shayan sayed

Time :10 am to 2 pm

If interested kindly share your cv on [email protected] for immediate response please connect on :63919575483

Please find the jd below ,

Relationship Manager JD:

Job Title: Relationship Manager

Department: Small Enterprises (SME) - Working Capital Products

Experience: 2-3 years

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 150 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 up to 150 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 current and existing clients. Evaluate risk and structure proposals in line with banks 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-selling opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.

📌 Sme Relationship Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai

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