Corporate banking- Client Coverage
1 week ago
Company:
CorpCare
Title:
Client Coverage Role
Location:
Bangalore, Mumbai, Pune, Delhi, Ahmedabad
CTC:
Commensurate with experience
Company Description
CorpCare is an Unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. We offer a single window solution for corporates, family offices, and HNIs to
formulate and manage treasury management policies. Our portfolio management advisory system
provides assistance in conducting reviews with investment committees and the board.
Job Overview:
Client Coverage at CorpCare will spearhead efforts to manage as well as acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries, in and around
Pune/Delhi/Ahmedanad/Bangalore/ Mumbai
. The role aims to drive growth and deliver tailored financial solutions to CorpCare's diverse clientele.
Requirements
- Some background in Mutual Fund Institutional Sales- Individuals who have previously handled institutional clients for AMCs or similar platforms are strongly preferred.
- 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field.
- Strong knowledge of MSME, corporate treasury, and UHNI/Family Office financial investment needs.
- Proven track record in client acquisition/relationship management, and strategic advisory in financial investments, especially treasury management
- Expertise in managing investments, liquidity, and risk management strategies.
- Strong communication and negotiation skills, with boardroom-level presentation experience.
- CA, MBA or CFA
Key Responsibilities
Relationship Management and Business Development:
● Serve as the primary point of contact for corporate clients, handling negotiations, strategic reviews, and contract finalization
● Lead client acquisition and relationship management efforts, targeting MSMEs, large corporates, family offices
● Ensure growth targets, revenue generation, and client satisfaction are met
● Build and manage a team focused on client acquisition, service and product delivery
Investments and Product:
● Manage client investment portfolios, advising on risk management, liquidity strategies, and capital deployment
● Oversee investment and research analyst teams for appropriate product diligence and advise
● Collaborate with investment committees and client boards, delivering high-level financial solutions and ensuring strategic alignment
● Monitor market trends and competitive activities to refine acquisition and retention strategies
-
Assistant Vice President
1 week ago
Bengaluru, Karnataka, India Mashreq Corporate & Investment Banking Group Full time US$ 9,00,000 - US$ 12,00,000 per yearThe Job is being created to lead the growth through effective leadership, solutions and deployment of Digital Banking Channel experiences across Neo Corp platform in UAE and International locations.Mashreq is transforming and expanding its Corporate Platforms to Digital Banking solutions to include Corporate Digital Experience, Host to Host, Liquidity...
-
Bengaluru, Karnataka, India JPMorganChase Full time ₹ 1,04,000 - ₹ 1,30,878 per yearJOB DESCRIPTIONJob summaryAre you ready to make an impact in the world of technology and finance? At JP Morgan, we offer you the opportunity to be part of our dynamic Innovation Economy Team. Here, you will collaborate with industry leaders and leverage your skills to support the growth of high-tech companies. Join us and be a part of a team that values...
-
Manager-Individual Account Banking Ops
1 week ago
Bengaluru, Karnataka, India Mashreq Corporate & Investment Banking Group Full time ₹ 12,00,000 - ₹ 24,00,000 per yearOversee the maintenance and management of individual customer accounts, ensuring all account information is accurate and up to date.Ensure adherence to regulatory requirements and internal policies, including AML and KYC guidelines.Provide high-quality service to customers, addressing their inquiries and resolving any issues related to their...
-
Manager-Individual Account Banking Ops
1 week ago
Bengaluru, Karnataka, India Mashreq Corporate & Investment Banking Group Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPossess a good understanding of Account Opening standards and AML/KYC guidelines.Ensure the completeness and accuracy of customer data/documents, aligned with policy adherence before onboarding.Ensure adherence to the onboarding process on the bank's system, maintaining data accuracy and confidentiality of PII data.Provide guidance in developing and...
-
Corporate Relations Manager
14 hours ago
Bengaluru, Karnataka, India 360tf Full time ₹ 6,00,000 - ₹ 18,00,000 per yearROLES AND RESPONSIBILITIESAs the coverage in-charge for the allocated territory, onboard corporate clients (importers and exporters) who are issuing/receiving letter of credit (LC) to the 360tf platform in the allocatedEnsure lead generation from on boarded clients on monthly basis.Support in building other product/revenueMake referrals to the Bank RMs at...
-
Team ate Operations-Trade CAM
1 week ago
Bengaluru, Karnataka, India Mashreq Corporate & Investment Banking Group Full time ₹ 12,00,000 - ₹ 24,00,000 per yearRun the process for Account Opening, account maintenance and account closure related formalitiesMake sure to meet SLA, KPI on regular basis in the process.Verify the requests which will be submitted by Maker and ensure to meet 100 % quality.Verify client documentations to ensure the customer is complying with the internal KYC policies, Compliance and...
-
Corporate Bank F2B Ops Transformation
1 week ago
Bengaluru, Karnataka, India Deutsche Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearInvestment Bank and Cross Product Operations (IBCPO) is fully integrated, front-to-back aligned delivery model providing transaction, reporting and cash management services to Deutsche Banks multi-asset global businesses including IB FIC Sales and Trading, Corporate Bank and Capital Release Unit. Operational services include core trade date middle offices,...
-
Assistant Manager
7 days ago
Bengaluru, Karnataka, India Mashreq Corporate & Investment Banking Group Full time ₹ 15,00,000 - ₹ 25,00,000 per yearManage and provide assistance to the Compliance Manager in the day-to-day operations of the Embedded Compliance Function, ensuring compliance to Bank's AML/KYC policies/procedures and regulatory requirements.Maintain ongoing awareness/knowledge of all regulations set by the Central Bank of the UAERole of the Assistant Manager- Compliance is to assist...
-
Corporate Bank Technology
2 weeks ago
Bengaluru, Karnataka, India Deutsche Bank Full time ₹ 1,00,00,000 - ₹ 3,00,00,000 per yearJob Title: Corporate Bank Technology - Cash Management - Agile Coach / Scrum Master, VP Location: Bangalore, India Role DescriptionAs a Agile coach / Scrum master in the Cash Management team, you will play a key role in improving the agile maturity and simplify the end-to-end delivery for clients by improving user experience, quicker delivery and...
-
Manager, Client Account Data
15 hours ago
Bengaluru, Karnataka, India ANZ Banking Group Full time ₹ 1,20,000 - ₹ 3,00,000 per yearManager, Client Account Data About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their...