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YES BANK

Relationship Manager

YES BANK

Bengaluru, Karnataka, India · 정규직

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Where you'll work

직무 설명

Role SummaryThis position serves as the bank’s primary contact for onboarded trade clients, handling their end-to-end banking needs and supporting growth across trade, liability, and treasury-related solutions.Key ResponsibilitiesAcquire and manage trade-focused and high-value MSME clients for working capital needs.Address customer requirements for pre-shipment and post-shipment financing limits.Oversee the full customer journey, including acquisition, onboarding, portfolio management, activation, and attrition control.Increase trade income by expanding wallet share across new and existing trade accounts.Bring in new trade clients as well as high-value liability customers.Support trade transaction processing and help ensure smooth straight-through processing.Cross-sell treasury offerings such as forwards and options to trade customers.Offer cash management solutions to clients.Behavioral and Self-Management ExpectationsWork independently with a proactive and positive attitude.Show willingness to take on projects and complete assignments within set timelines.Use a practical, solution-focused approach and work well in teams.Communicate clearly and interact effectively with others.Risk, Compliance, and ControlsCarry out due diligence on customers and transactions to meet AML and regulatory obligations related to trade business.Track and reduce pending compliance items for bills of entry and export bills.Key Internal StakeholdersRisk team: to evaluate working capital limits for customers.OSD/CSD: to set up limits and process trade transactions.Key External StakeholdersTrade and business associations: to build partnerships and generate trade client leads.Credit bureaus and other relevant parties: to support customer assessment and related coordination.Qualifications and Language RequirementsThe role calls for a postgraduate qualification in any specialization. No professional certification is required. The candidate should be comfortable communicating in English, Hindi, and the local language.

기술

포트폴리오 관리 고객 확보 의사소통 능력 Stakeholder Coordination Relationship management Compliance Monitoring Trade Finance MSME Lending Working Capital Financing Cash Management Treasury Sales AML Due Diligence

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