Client Relationship Associate

YES BANK

📍 India, India, India

Full-time Information and Record Clerks Posted February 26, 2026

Job Description

Role Summary:

We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹100 Cr to ₹500 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 medium enterprise segment with turnover between ₹100 Cr to ₹500 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 detailed credit notes for new and existing cl...