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Senior Relationship Manager
2 weeks ago
Job Title: Sr. Relationship Manager
Department: Mid Corporates (MC)
Experience: 8–10 Years
Role Summary
We are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Mid Corporate (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹500 Cr to ₹1500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products.
Key Responsibilities
- Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ₹500 Cr to ₹1500 Cr. Identify opportunities through market intelligence, references, and industry networking.
- Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
- Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank's credit policies.
- Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
- Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
- Cross-Selling: Identify and capitalize on cross-sell opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
Desired Candidate Profile
- Graduate/Postgraduate in Finance, Commerce, or a related field.
- 8-10 years of experience in mid corporate banking.
- Strong understanding of credit analysis and financial statements.
- Excellent relationship management and communication skills.
- Proven ability to drive business and manage risk effectively.
