Job Description
Client Relationship Management:
• Build and maintain strong relationships with corporate clients in the Large Corporate segment.
• Understand clients' financial goals, challenges, and opportunities.
• Identify new business opportunities and revenue streams within the corporate finance sector.
• Expand the client base and promote financial products and services.
• Ability to independently engage with CXO / Promoter level of existing and target clients
• Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives
Deal Structuring:
• Collaborate with clients to structure financial deals tailored to their specific needs.
• Prepare and present proposals to clients.
Credit Solutions:
• Offer credit solutions, including working capital facilities, overdrafts, term loans, and other structured financial products.
• Assess creditworthiness and risk factors associated with clients.
Portfolio Growth:
• Focus on portfolio growth by cross-selling financial products and services.
• Achieve budgetary targets for Net Interest Income (NII) and fee income.
Financial Analysis:
• Analyze financial statements, credit reports, and market trends to assess client performance and risks.
• Develop insights to enhance client portfolios.
Compliance:
Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.
• Build and maintain strong relationships with corporate clients in the Large Corporate segment.
• Understand clients' financial goals, challenges, and opportunities.
• Identify new business opportunities and revenue streams within the corporate finance sector.
• Expand the client base and promote financial products and services.
• Ability to independently engage with CXO / Promoter level of existing and target clients
• Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives
Deal Structuring:
• Collaborate with clients to structure financial deals tailored to their specific needs.
• Prepare and present proposals to clients.
Credit Solutions:
• Offer credit solutions, including working capital facilities, overdrafts, term loans, and other structured financial products.
• Assess creditworthiness and risk factors associated with clients.
Portfolio Growth:
• Focus on portfolio growth by cross-selling financial products and services.
• Achieve budgetary targets for Net Interest Income (NII) and fee income.
Financial Analysis:
• Analyze financial statements, credit reports, and market trends to assess client performance and risks.
• Develop insights to enhance client portfolios.
Compliance:
Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager-Large Corporate-Sales-Mumbai-Lower Parel-JM *ASM-SM* position is now open for candidates interested in the Finance 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 Finance is a plus.