Relationship Manager

4 - 9 years

4 - 9 Lacs

Posted:2 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Roles & Responsibilities:

  • Client Acquisition & Relationship Management

    : Identify and onboard emerging corporate clients. Manage existing client relationships to ensure cross-sell, upsell, and deepening of wallet share. Build long-term engagement with promoters, CFOs, and other key decision-makers.
  • Credit & Risk Evaluation

    : Conduct detailed

    credit assessments

    , including financial analysis and risk profiling. Prepare and present credit proposals to internal committees and monitor early warning signals.
  • Product & Solution Delivery

    : Offer a wide range of financial products, including

    working capital loans, term loans, lease financing

    , etc. Ensure tailored solutions are aligned with client needs while adhering to company risk standards.
  • Revenue & Portfolio Management

    : Deliver assigned business targets on

    AUM, revenue, NIMs, and fee income

    . Monitor portfolio health and ensure compliance with internal risk parameters.
  • Coordination & Stakeholder Management

    : Work closely with internal teams (credit, legal, operations) and external service providers to process loans.

Skills Required:

  • Proven experience in client acquisition and relationship management for corporate clients.
  • Strong skills in

    credit and risk evaluation

    , including financial analysis and industry benchmarking.
  • In-depth knowledge of financial products such as

    working capital loans, term loans, and structured finance

    .
  • Ability to deliver business targets and manage portfolio health.
  • Excellent communication and stakeholder management skills.

QUALIFICATION:

  • Bachelor's degree in Business, Finance, or a related field, or equivalent experience.

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