YES BANK
Linkedin · Posted 3d ago
Relationship Manager
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Indexed description
Client Acquisition: Find and bring in new-to-bank (NTB) micro and small enterprise clients through market research, local networking, and business references. [1]
Credit Evaluation: Analyze financial statements, assess risk profiles, and write detailed credit proposals based on bank policy. [1]
Portfolio Management: Maintain regular contact with current business clients to ensure satisfaction, account retention, and portfolio health. [1]
Cross-Selling: Offer additional banking products such as cash management, trade finance, treasury services, and insurance. [1]
Compliance & Hygiene: Monitor accounts for early warning signals, handle timely limit renewals, and keep documentation clean to reduce defaults. [1]
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