Transactions Relationship Manager

About the Opportunity

A leading player in the fintech / digital payments and transaction banking sector, delivering transaction services and treasury solutions to corporate clients across India. We build scalable payment rails, cash management products and trade-finance capabilities that enable businesses to optimise working capital and automate treasury operations.

Role & Responsibilities

• Act as primary relationship owner for a portfolio of corporate clients drive revenue growth by cross-selling payments, cash management and trade finance solutions.


• Lead end-to-end client onboarding: coordinate KYC, documentation, product setup, testing and SLA-driven go-live with operations and product teams.


• Structure tailored transaction solutions (collections, payouts, liquidity sweeping, trade facilities) aligned to client cashflow and treasury needs.


• Monitor client transaction flows, identify revenue opportunities and product gaps; partner with risk and compliance to remediate issues and ensure regulatory adherence.


• Collaborate with sales, operations and product teams to design pricing, SLAs and implementation plans; drive retention and renewal discussions.


• Prepare regular portfolio reports, pipeline forecasts and client presentations for senior management; represent client voice to influence product roadmap.

Skills & Qualifications

Must-Have

• Proven track record in transaction banking or relationship management for corporate clients, with demonstrable success in cross-selling payments and cash management products.


• Strong product knowledge across payments, cash management and trade finance including settlements, reconciliations and operational workflows.


• Hands-on experience managing corporate onboarding, KYC/AML and account setup processes with operations and compliance teams.


• Good understanding of payments infrastructure and instruments used in India (RTGS, NEFT, IMPS, UPI, SWIFT) and basic settlement mechanics.


• Commercial acumen with experience preparing pricing proposals, deal structuring and negotiation with mid-to-large corporate customers.


• Excellent stakeholder management able to coordinate internal product, tech and operations teams to deliver client outcomes.

Preferred

• Familiarity with CRM tools (Salesforce) and workflow/ERP integrations (SAP, Oracle) for payments/treasury flows.


• Exposure to treasury management solutions or corporate ERP treasury modules.


• Professional certification in trade finance or banking (e. g. , ICA, IIBF) or advanced degree in finance/commerce/business.

Benefits & Culture Highlights

• On-site role with direct client engagement and visible impact on product design and revenue.


• Fast-paced fintech environment offering career growth across sales, product and operations tracks.


• Competitive compensation, learning budget and opportunities to work with cross-functional senior stakeholders.

Location & Work Type : On-site in India

We are seeking experienced, commercially-driven transaction bankers who thrive on client impact and enjoy collaborating across product, operations and risk functions to deliver best-in-class corporate payment and treasury solutions.