Relationship Manager - Financial Institution Group

RM - Financial Institution Group

Description:

The Relationship Manager FIG is responsible for managing relationships with financial institution clients, supporting business growth, and ensuring effective coordination for credit, treasury, and compliance matters.

Key Responsibilities

Relationship & Client Management:

- Manage relationships with banks, NBFCs, insurance companies, mutual funds, and other financial institutions

- Act as the primary point of contact for assigned FIG clients

- Maintain strong client engagement and service standards

Business Development:

- Support growth of fund-based and non-fund-based business

- Cross-sell products such as interbank placements, deposits, FX, trade finance, and cash management

- Contribute to achieving revenue and portfolio growth targets

Credit & Risk Support:

- Coordinate credit proposals, limit renewals, and documentation

- Monitor exposure utilization and basic risk parameters

- Ensure compliance with internal credit and risk policies

Treasury & Market Coordination:

- Liaise with Treasury and FX teams for execution of client transactions

- Support clients in money market and capital market transactions

Compliance & Documentation:

- Ensure completion of KYC, AML, and regulatory documentation

- Coordinate execution of market agreements such as ISDA and GMRA

- Support audits and compliance requirements

Internal Coordination & Client Servicing:

- Coordinate with operations, legal, and product teams for smooth client servicing

- Resolve routine client queries and transaction-related issues