Enterprise Client Advisor

YES BANK

📍 Odhav, Gujarat, India

Full-time Business Operations Specialists

Job Description

Job Title: Relationship Manager

Department: Small Enterprises (SE) - Working Capital Products

Experience: 3-10 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:

1. 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.

2. Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.

3. Credit Note Preparation: Conduct financial analysis and prepare detail...

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