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Relationship Manager

4 years

0 Lacs

Posted:17 hours ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

About Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is rated A+ by CRISIL. Vivriti Asset Management, subsidiary of Vivriti Capital, is a fund manager to fixed income alternate investment funds (AIFs). As on date, Vivriti Asset Management has across funds, raised commitments of over USD 500 million from 900+ Institutional and private contributors. Vivriti AMC has also made investments of over USD 575 million across 80+ entities. Location - Mumbai / Pune About the Role We are looking for a high-energy Relationship Manager to join our Business team , focused on mid-corporate clients across sectors. The role involves origination, relationship management, and execution of customized financing solutions such as term loans, working capital lines, structured debt, and promoter financing . You will work closely with clients and internal teams to enable seamless deal execution while maintaining strong portfolio oversight. Key Responsibilities 1. New Business Development Identify and source new business opportunities in the mid-corporate and enterprise segment through client meetings, referrals, cold outreach, LinkedIn prospecting, trade events, and existing networks. Understand the financing requirements of mid-sized corporates and structure appropriate solutions, including term loans, working capital finance, acquisition funding, and promoter-backed debt . Build a strong pipeline of high-quality borrowers aligned with internal credit and sectoral focus. 2. Client Engagement & Relationship Management Develop and maintain long-term relationships with client stakeholders including promoters, CFOs, and finance teams . Drive repeat business and cross-sell by anticipating client needs and delivering timely solutions. Serve as the primary interface for the client across the lifecycle – origination, sanction, disbursal, and servicing. 3. Deal Execution & Internal Coordination Coordinate end-to-end transaction activities including proposal preparation, financial diligence, credit memo preparation , and internal approvals. Facilitate interactions between clients and internal teams (credit, legal, compliance, risk, operations) for timely closure. Ensure seamless post-sanction execution, documentation, and fund disbursal. 4. Portfolio Monitoring & Reporting Monitor portfolio client performance, repayment behavior, and credit triggers. Identify early warning signs and work with credit and legal to address emerging risks. Ensure timely submission of internal reports, documentation updates, and compliance requirements. Assist in recovery actions, if required, through internal or legal channels. Desired Skills & Experience MBA (Finance) or CA with 2–4 years of experience in enterprise/mid-corporate lending , preferably with an NBFC, bank, or fintech lender. Experience in originating and executing term loans, working capital lines, or structured credit products. Strong analytical skills with the ability to interpret financial statements, analyze business models, and evaluate creditworthiness. Proven ability to build and manage client relationships at all levels. Excellent communication and presentation skills – able to articulate ideas and negotiate effectively. Understanding of credit appraisal processes, regulatory requirements, and financial markets. Strong project management and multitasking skills; high attention to detail. Proficiency in MS Excel, PowerPoint, and CRM tools. Why Join Us? Opportunity to work with a fast-growing institutional lender delivering bespoke debt solutions to India’s mid-market. Exposure to a wide variety of sectors, credit structures, and client profiles. Collaborative work culture with strong learning and ownership opportunities. Be part of a company that’s reshaping access to debt capital in India. Show more Show less

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