Corporate Relationship Manager

We are seeking a Corporate Relationship Manager to acquire new mid-market and large corporate clients while managing an existing portfolio. You will be responsible for structuring and preparing credit proposals, achieving revenue targets from a variety of financial products, and cross-selling solutions such as treasury and forex. This role requires strong skills in building client relationships, coordinating with internal teams, and ensuring compliance with all regulatory norms.

Roles & Responsibilities :

• Client Acquisition & Portfolio Management : Acquire new mid-market and large corporate clients across various sectors. Manage existing client relationships through regular visits to ensure continued engagement and growth.
• Credit & Financial Solutions : Structure, analyze, and prepare credit proposals for working capital, term loans, and trade finance . Coordinate with internal credit and risk teams for timely approvals. Monitor the health of the portfolio to proactively mitigate credit risks.
• Revenue Generation & Cross-Selling : Achieve assigned revenue targets from both fund-based and non-fund-based products. Cross-sell a range of products, including treasury, cash management, forex, insurance, and investments , to maximize wallet share from existing clients.
• Internal Coordination : Liaise with operations, legal, and compliance departments to ensure the smooth execution of transactions and timely documentation.
• Compliance & Reporting : Adhere to KYC, AML , and other regulatory norms. Maintain MIS reports on client visits, pipeline, and portfolio performance.

Skills Required :

QUALIFICATION :

Skills Required

Client Acquisition, Portfolio Management Services, Relationship Management, Negotiation Skills, Kyc