Relationship Manager

2 days ago


Rajkot, India Dream Solution Indore Full time

Job Description:
Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM
Experience: 5-8 years
Qualification: CA/ MBA(Finance)
Location: Surat, Ahmedabad
Key Responsibilities:
Business Development: Identify and target potential clients in Commercial banking
space, understand their funding requirements and onboard them.
Build and maintain strong relationships with key decision-makers (CFOs, Treasurers)
promoter level.
Product Knowledge: Have in-depth knowledge of various lending products like CC,
OD, LC, BG,TL, Pre shipment & Post shipment finance.
Credit Knowledge: Should know credit appraisal & KAM preparation.
Deal Structuring: Design and structure customized lending solutions based on client
requirements and risk appetite.
Documentation: Ensure timely and accurate documentation.
Portfolio Management: Monitor the performance of the portfolio, manage risks, and
ensure timely repayments.
Customer Service: Client servicing & relationship management.
Stay updated on industry trends, regulatory changes and competitive landscape in the
commercial Banking space.
Excellent communication, interpersonal, and presentation skills.
Analytical and problem-solving skills.
Experience in large business banking / mid-market is preferred.



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