Relationship Manager - Medium Enterprise

Role & responsibilities

• Business Development & Client Acquisition sourcing new SME clients
• Relationship Management – maintaining and deepening client relationships
• Credit Assessment – understanding financials, preparing CAMs, coordinating with credit teams
• Product Knowledge – SME loans, working capital, term loans, trade finance, overdrafts
• Portfolio Management – monitoring account performance, renewals, and early warning signals
• Cross-selling – promoting other bank products like CASA, insurance, treasury solutions
• Market & Industry Awareness – tracking sector trends and competitor offerings
• Negotiation & Communication Skills – for structuring deals and handling client queries

Skills Required

Financials, Casa, Insurance, Treasury