RM-FSG

Job Title

Relationship Manager - Financial Sponsored Group (FSG)

Business Unit

Capital & Commodity Markets

Reporting To

Regional Head - Capital & Commodity Markets & Banks / Unit Head - Capital & Commodity

Job Function and Role Type

Sales, Individual Contributor

Version No

1

Job Purpose

Develop and manage relationships with financial sponsors and their investee companies. Achieve business targets through cross-selling banking products and services.

Key Responsibilities

Business Development

Engage with financial sponsors like PE, VC, and sovereign funds.

Build relationships offering capital markets and banking solutions.

Collaborate with investment banking to execute transactions.

Client Servicing

Address daily client requirements and act as a single point of contact.

Coordinate with internal teams like Treasury, Operations, and Compliance.

Regulatory Compliance & Housekeeping

Review credits as per bank policies.

Ensure adherence to documentation and regulatory requirements.

Complete submissions for client-related regulatory needs.

Other Deliverables / Expectations

Gather market intelligence from client interactions.

Ensure profitability through revenue, cost-to-income, and balance sheet metrics.

Education:

CA or MBA in Finance from reputed institutes.

Certifications:

None explicitly mentioned.

Key Competencies

Commercial banking knowledge, credit appraisal, regulatory compliance, technology proficiency, communication skills.

Major Stakeholders

Customers, Wholesale Credit & Market Risk, Investment Banking, Treasury, Operations, Compliance, CMS/Product Teams.

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch