Relationship Manager - Syndication & Advisory - Micro Small Medium Enterprise

Relationship Manager MSME (Syndication & Advisory) - CA/MBA/CFA

Position Overview:

We are seeking an experienced Relationship Manager with 6-8 years of proven expertise/experience in managing corporate relationships within the Micro, Small, and Medium Enterprises (MSME) segment. The ideal candidate will drive business growth through syndication and advisory services, ensuring long-term client engagement and profitability. The candidate must have established corporate clientele relationships across India, enabling nationwide coverage and business development.

Upto 6-year work-ex - Senior Manager

6-8-year work ex - Assistant Vice President

Key Responsibilities:

Client Relationship Management

- Build and maintain strong relationships with MSME clients, understanding their financing and advisory needs.

- Act as the primary point of contact for clients, ensuring seamless service delivery.

- Provide strategic advisory services to clients on capital structuring, debt syndication, and financial planning.

Syndication & Advisory

- Origination of deals should be primarily for syndication by structuring, negotiating, and executing financing solutions in collaboration with financial institutions.

Business Development

- Acquire new MSME clients and expand existing business with existing relationships.

- Develop tailored solutions to meet client requirements, leveraging internal and external networks.

Market Intelligence

- Track industry trends, competitor activities, and regulatory changes impacting MSMEs.

- Provide insights to management for product innovation and strategy refinement.

Key Performance Indicators (KRAs)

- Volume and value of syndication deals closed.

- Revenue per deal generated from advisory services.

- Number of clients introduced

- Repeat business/retainer cash flows ensured from client base

- Growth in MSME client base and relationship depth.

- Client satisfaction and retention metrics.

Qualifications & Experience:

- MBA/CA/CFA (or combination of them) or equivalent professional qualification.

- 6-8 years of experience in commercial/corporate/ MSME banking, syndication, or advisory roles, preferably with MSME exposure.

- Strong understanding and knowledge of debt markets - both RBI and SEBI regulated, structured finance, and MSME sector dynamics.

- Excellent negotiation, communication, and analytical skills.

- Proven track record of managing complex client relationships and closing high-value deals.