Relationship Manager

Company Description YES BANK is a leading Indian private sector bank focused on transforming the financial landscape through innovative and transparent banking solutions. With an extensive network of branches across India, the bank serves retail, MSME, and corporate customers with a full range of financial services. YES BANK leverages advanced technology and data-driven insights to meet evolving customer needs, including processing a significant share of UPI transactions nationwide. The bank is guided by strong values, robust risk management, and a commitment to sustainability, aiming to create long-term value for customers, communities, and stakeholders. Team members join a dynamic environment with opportunities for growth, learning, and meaningful impact in shaping the future of banking.
Role Description This is a full-time, on-site Relationship Manager role based in Dehradun. The Relationship Manager is responsible for managing and growing a portfolio of institutional customers by understanding their financial needs and offering appropriate banking products and services. Daily activities include acquiring new clients, deepening relationships with existing customers, cross-selling relevant products, and ensuring high levels of customer satisfaction. The role involves regular customer meetings, handling service requests, monitoring account activity, and coordinating with internal teams to ensure smooth transaction processing and compliance with bank policies and regulatory requirements. The Relationship Manager is expected to meet defined business targets while maintaining ethical conduct and promoting the bank’s security and confidentiality standards.
Qualifications
Strong relationship management and customer service skills, with the ability to build trust and maintain long-term client partnerships.
Solid understanding of retail and MSME banking products, such as deposits, loans, credit cards, digital banking, and payment solutions.
Proficiency in sales, business development, and cross-selling, with a focus on achieving targets in a structured, compliant manner.
Good analytical and problem-solving skills to assess customer needs, evaluate financial profiles, and manage risk within defined guidelines.
Effective communication and interpersonal skills, with the ability to interact confidently with diverse customers and internal stakeholders.
Comfort with technology and digital banking platforms, including mobile and internet banking, UPI, and core banking systems.
Bachelor’s degree in finance, business, commerce, economics, or a related field; a postgraduate qualification or relevant certifications are an advantage.
Prior experience in banking, financial services, or relationship management is preferred, especially in a branch or customer-facing environment.
High level of integrity, adherence to security and confidentiality practices, and alignment with regulatory and internal compliance standards.

Work arrangement
No