Relationship Manager - Bank

Relationship Manager - Including Financial Institutions with one of the leading Bank

1 Client acquisition, Portfolio management and product development

- Relationship Management

- Develop and implement structured products

- Client Due Diligence & Portfolio monitoring(PAN India)

- Industry Interface/External Advocacy - Impact Funds/PE Funds/Industry experts/ External Forums and regulators

2 Prepare the credit approval/renewal memorandum, credit analysis, credit presentation the team.

- Credit Underwriting and financial Analysis

- Prepare renewal and new proposal memorandums

- Client wise risk monitoring

- Monitor Industry related risks

3 Focus on offering financial solutions to IFI clients for their term loans, working capital, and investment banking requirements along with liability generation for the bank

- Assess & Meet Clients funding requirements

- Focus on Cross Sell products (Salary A/cs, Insurance, CMS, and other transaction banking offerings etc)

- Goal to become primary banker to client

4 Sustained revenue generation and achievement of the targets set out in the budget for the year for IFI Business. Reaching Revenue/Thruput/ Acquisition targets. Actively and consistently seek an opportunity to expand share of wallet of the customer base through

- Meet Advance and investment targets

- Focus on increasing NII

- Other Income (Fee/DCM/FX/SBLC)

- Build CASA Book

- Transaction/Digital Banking sales coverage.

- Work towards portfolio deepening through other products

5 Liaise with various teams, oversee smooth delivery & execution of transactions and monitor and handle exceptions.

- Documentation execution and disbursement

- Exceptions tracking and follow ups

- Covenant tracking

- Documentation compliance

- Adhere to regulatory requirements