Job Description
The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Coordination with internal and external stakeholders to deliver Citi to the clients.
Qualifications:
10-12 years of experience
Comprehensive knowledge of credit analytics and financial modelling
Proven expertise in Risk assessment and valuation.
Proven relationship management as a coverage banker.
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities:
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Coordination with internal and external stakeholders to deliver Citi to the clients.
Qualifications:
10-12 years of experience
Comprehensive knowledge of credit analytics and financial modelling
Proven expertise in Risk assessment and valuation.
Proven relationship management as a coverage banker.
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Banking - Senior Relationship Manager - Vice President position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
