Corporate Relationship Manager

We are seeking a Corporate Relationship Manager to acquire new mid-market and large corporate clients while managing an existing portfolio. You will be responsible for structuring and preparing credit proposals, achieving revenue targets from a variety of financial products, and cross-selling solutions such as treasury and forex. This role requires strong skills in building client relationships, coordinating with internal teams, and ensuring compliance with all regulatory norms.

Roles & Responsibilities:

• Client Acquisition & Portfolio Management: Acquire new mid-market and large corporate clients across various sectors. Manage existing client relationships through regular visits to ensure continued engagement and growth.
• Credit & Financial Solutions: Structure, analyze, and prepare credit proposals for working capital, term loans, and trade finance. Coordinate with internal credit and risk teams for timely approvals. Monitor the health of the portfolio to proactively mitigate credit risks.
• Revenue Generation & Cross-Selling: Achieve assigned revenue targets from both fund-based and non-fund-based products. Cross-sell a range of products, including treasury, cash management, forex, insurance, and investments, to maximize wallet share from existing clients.
• Internal Coordination: Liaise with operations, legal, and compliance departments to ensure the smooth execution of transactions and timely documentation.
• Compliance & Reporting: Adhere to KYC, AML, and other regulatory norms. Maintain MIS reports on client visits, pipeline, and portfolio performance.

Skills Required:

• Proven experience in client acquisition and portfolio management for corporate clients.
• Strong skills in structuring and analyzing credit proposals for various financial products.
• Expertise in cross-selling a diverse range of products.
• Excellent relationship management and negotiation skills.
• Strong knowledge of compliance and regulatory norms such as KYC and AML.
• Ability to coordinate effectively with multiple internal departments.

QUALIFICATION:

• Bachelor's or Master's degree in Finance, Business Administration, or a related field, or equivalent experience.