Relationship Manager

Client Relationship Management:

• Build and maintain strong relationships with corporate clients in the Large Corporate segment.


• Understand clients financial goals, challenges, and opportunities.


• Identify new business opportunities and revenue streams within the corporate finance sector.


• Expand the client base and promote financial products and services.


• Ability to independently engage with CXO / Promoter level of existing and target clients


• Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives

Deal Structuring:

• Collaborate with clients to structure financial deals tailored to their specific needs.


• Prepare and present proposals to clients.

Credit Solutions:

• Offer credit solutions, including working capital facilities, overdrafts, term loans, and other structured financial products.


• Assess creditworthiness and risk factors associated with clients.

Portfolio Growth:

• Focus on portfolio growth by cross-selling financial products and services.


• Achieve budgetary targets for Net Interest Income (NII) and fee income.

Financial Analysis:

• Analyze financial statements, credit reports, and market trends to assess client performance and risks.


• Develop insights to enhance client portfolios.

Compliance:

Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.