Relationship Manager - CA Fresher

YES BANK
Full-time Agra, Uttar Pradesh Banking
Posted:
March 03, 2026
Location:
Agra, Uttar Pradesh, India

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 clients. Evaluate risk and st...

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Job Overview

Job Type: Full-time
Location: Agra, India
Posted: March 03, 2026
Deadline: April 12, 2026