Relationship Manager - Corporate Segment - Bank

Hiring for a leading bank

Must have :

- Experience in dealing with Multinationals / Large Corporates

- Strong business development skills

ROLE SUMMARY :

- The role holder is responsible for increasing sales and revenue through management of new and existing clients by selling / cross-selling wholesale banking products and services to MNC corporate clients.

KEY RESPONSIBILITIES/ ACCOUNTABILITIES:
 
- Market Assessment and Business Development

- Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.

- Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.

- Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.

- Leverages opportunities to manage complex relationships independently, under the overall supervision of Section Leaders.

Revenue Generation :

- Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.

- Targets product/ industry-specific business opportunities leading to the achievement of the budget and ensures seamless coordination between customer; relationship manager.

- Cross-selling products of the bank including - treasury solutions, liabilities, Debt capital market solutions, Syndications, corporate advisory, investment banking, corporate finance, knowledge banking, etc. Focus on liabilities, transactional banking, and opportunistically look at lending for well-priced deals.

- Actively seeks an opportunity to expand share of wallet of the customer base

Portfolio Management and Deal Structuring :

- Works independently and under the supervision of Section Leaders in structuring and restructuring of deals to ensure they effectively address the clients- financial requirement.

- Conducts research and collates necessary data to assist Team Leader in preparing credit proposals in line with customer requirements.

- Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

- Monitoring the performance of the account client (financial performance etc.) on a regular basis.

Credit Appraisal :

- Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Documentation and Compliance :

- Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.

- Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.

Shruthi Acharya
Sillventory