Corporate Relationship Manager

Role & responsibilities

• Client Acquisition & Portfolio Management

• Acquire new mid-market and large corporate clients across sectors.
  
• Manage existing client relationships to ensure continued engagement and growth.
  
• Regular client visits for relationship building and opportunity identification.
  

• Credit & Financial Solutions

• Structure, analyze, and prepare credit proposals for working capital, term loans, trade finance, etc.
  
• Coordinate with internal credit and risk teams for timely approvals and limit set-ups.
  
• Monitor the health of the portfolio and proactively mitigate credit risks.
  

• Revenue Generation & Cross-Selling

• Achieve assigned revenue targets from fund-based and non-fund-based products.
  
• Cross-sell treasury, cash management, forex, insurance, and investment products.
  
• Maximize wallet share from existing clients.
  

• Internal Coordination

• Liaise with operations, legal, compliance, and other departments for smooth execution of transactions.
  
• Ensure timely documentation and process adherence.
  

• Compliance & Reporting

• Adhere to KYC, AML, and other regulatory norms.
  
• Maintain MIS on client visits, pipeline, and portfolio performance.