Relationship Manager

3 weeks ago

Mumbai, India Yes Bank Full time

Position: Relationship Manager ( Supply Chain Finance )

Location: Mumbai

Years of experience Required: 4 to 9 years

Qualification: Graduate/Postgraduate in Marketing/Finance

Key Responsibilities:-

Develop and managing a portfolio of SCF programs for clients, including large corporates and vendors/dealers.

  • Act as the primary point of contact for clients, owning the end-to-end lifecycle from sourcing to disbursement and monitoring. Vendor finance, Supply Chain Finance, Channel Finance.

  • Strong client sourcing and origination mindset including analytical mindset with proficiency in tools such as Excel, Power BI or similar are preferred.

  • Utilization management of the existing clients and new client acquisition to be part of key deliverables.

  • Maintain and expand relationships with mid-to-large corporates, increasing program participation.

  • Ensure end-to-end delivery of projects including account setup, invoicing, dashboards, reporting, and communication.

  • Provide necessary training & handholding to clients.

Essential Experience:

  • Candidate should have experience in Banking/Financing domain, preferably in SCF Business, and eager to explore beyond traditional banking and enter new age financial market.

  • Manage all client concerns and queries efficiently, offering proactive and creative solutions.

  • Coordinate with internal and client-side stakeholders for seamless program execution.

  • Ensure growth in book size by extracting Vendor database from Anchors, onboarding the suppliers, and increase the utilization of limits.

  • Work in co-ordination with various internal stake holders such as Credit, Operations, CMOG, Legal & Compliance Teams and ensure satisfactory resolution of client's queries and quality customer service.
  • Maintaining Portfolio Hygiene and ensuring overall Portfolio health. Manage and service existing portfolio of SCF clients including renewal and enhancement of limits.
  • Drive business growth by identifying and acquiring potential clients through from various sectors via self-sourcing, targeted market strategies, and referral networks along with the best in class in-house digital enabled suite.
  • Responsible for deal origination, structuring, relationship building, sanction & disbursements of SCF products to large/medium corporate clients having a turnover of more than 500 crores.
  • Understand client's business model, payment cycle, vendor & sales management operations and provide them with the right kind of structured SCF solution.
  • Developing and managing relationships with CFO/Treasury Heads of large corporates and exploring financing opportunities with them with respect to SCF business.

Tech / Tool Skills:
- Sound knowledge of MS word, Excel and Power point.
- Good financial knowledge with understanding of Balance sheet and P&L.
- Digital B2B Lending

  • Relationship Manager

    3 weeks ago

    Mumbai, India Policy sansar Insurance Broking Private Limited Full time

    Location- Mumbai- Andheri East Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts,...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India ANAROCK Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role DescriptionThis is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying their needs and providing tailored real estate solutions. The role involves daily client interactions, managing client accounts, coordinating...

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India LAKSH HUMAN RESOURCE Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Description Andheri East, Mumbai Relationship Manager Experience : 1 to 2 yrs Skills Required : Job Summary : Job Description Role Relationship Manager- [RM]- Wellness Roles and Responsiblities Generate leads; sell concept & product; partner with spas and salons to help increase our network More focused on penetration and relationship building....

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Unity Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionUnity Small Finance Bank is a new age financial institution that leverages best-in-class technology to deliver safe, convenient, and simple-to-use banking services. As a trusted bank, Unity aims to provide innovative and customer-centric financial solutions. By embracing modern technology, Unity Small Finance Bank ensures efficient and...

  • Relationship Manager

    5 days ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship ManagerRelationship Manager - Branch Banking \ JOB ROLE:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank...

  • Relationship manager

    2 weeks ago

    Mumbai, India Neo Wealth And Asset Management Full time

    Join Neo – Redefining Wealth Management At Neo, we’re building a platform where great Bankers and Relationship Managers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking. We’re looking for driven Relationship Managers who are ready to lead, not just follow. This is more than money...

  • Relationship manager

    1 week ago

    Mumbai, India UpGrad Rekrut Full time

    About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role ...

  • Relationship Manager

    3 days ago

    Mumbai, India upGrad Rekrut Full time

    About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...