Assistant Relationship Manager / Relationship Manager (Temporary Role) - GLBA Coverage - SG Ban[...]

Societe Generale; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Societe Generale in Mumbai is seeking a back-up Relationship Manager for FSC and FIG to support client origination and ensure timely product and credit limit delivery in a global, interface-rich environment.

You will build multi-product pitch books for DCM, Markets, Trade and Cash, and coordinate with regional/global Risk, Legal and Compliance. Strong Excel/PowerPoint skills and English/Hindi are essential.

Qualifications

• Academic background CFA/CA/MBA preferred; CA inter can be considered.
• Excellent Excel and PowerPoint skills; AI skills a plus.
• Strong communication and relationship-building abilities.

Responsibilities

• Onboard new clients in FSC and FIG sectors.
• Prepare multi-product pitch books for DCM, Markets, Trade and Cash.
• Collaborate with global markets, transaction banking and IB teams.
• Stay updated on Financials, Fintech, Healthcare, Infrastructure and Consumer sectors.
• Coordinate with regional/global Risk/Legal/Compliance teams.
• Liaise with Mid office and operations for onshore transactions.
• Prepare MIS / account planning / budget prep / strategy presentations.
• Provide quantitative analysis for risk memos using research and AI.
• Prepare briefing memos for senior visitors.

Skills

Global capital markets

Cash flow analysis

P&L understanding

Interpersonal skills

Client relationship

Emotional intelligence

Team spirit

Fast learner

Education

CFA/CA/MBA preferred

CA, inter considered

Tools

Excel

PowerPoint

AI skills

Job description

• To assist Head – FSC and FIG in client origination and also manage internal housekeeping/business strategy preparation to help achieve a targeted revenue at the year end
• To help pitch to clients for new businesses and liaise with internal departments to ensure timely product and credit limit delivery to the clients. It’s a global role with lots of international interface both with clients and internal stakeholders

Reference 26000HSB

Responsibilities

• To assist Head – FSC and FIG in client origination and also manage internal housekeeping/business strategy preparation to help achieve a targeted revenue at the year end
• To help pitch to clients for new businesses and liaise with internal departments to ensure timely product and credit limit delivery to the clients. It’s a global role with lots of international interface both with clients and internal stakeholders

Job Summary / Job Purpose

• To assist Head – FSC and FIG in client origination and also manage internal housekeeping/business strategy preparation to help achieve a targeted revenue at the year end
• To help pitch to clients for new businesses and liaise with internal departments to ensure timely product and credit limit delivery to the clients. It’s a global role with lots of international interface both with clients and internal stakeholders

Main Responsibilities

In summary, the role will be that of a back-up RM (Relationship Manager) for FSG and FIG clients with following tasks:

• Onboard new clients in these sectors.
• Play active role in multi-product pitch book preparations for Debt Capital Market (DCM), Markets and Trade and Cash teams.
• Work closely and regularly with other Business units like global markets and transaction banking and IB teams.
• Continuously keep himself or herself updated on sectors like Financials. Fintech, Healthcare, Infrastructure (including renewables, highways and TMT) and Consumer.
• Work closely with regional and global Risk//legal/compliance teams
• For transactions with onshore NBFIs, play an important role of liaising with Mid office and operations
• Assist with MIS /account planning/Budget preparation/strategy presentation etc. Review and management of Net Banking Income (NBI) reporting for the clients of the portfolio, with active participation to the corrections and forecast campaigns.
• Assist in preparation of strategy notes, memos to risk etc. He/She will be required to provide quantitative stuff and analysis required for such memos by using own research as well as AI.
• Preparation of Briefing memos when senior visitors come
• Help in Implementation of new onshore lending transactions: in liaison with Operations/Mid office, review of loan documentation with Legal, compliance and operations.
• For KYC (Know Your Customer)/ISDA (International Swaps and Derivatives Association)/CSA (Credit Support Annex) kind of discussions, the person can be trained and can play a coordinating role with client and internal teams
• Maintain good networking in the market
• Meeting internal legal and compliance guidelines on transactions

Required

Profile required

Academic Background (degree and major)

CFA/CA/MBA will be preferred. For CA, inter can be considered.

Skills & Competencies required

• Interest in global capital markets
• Understanding and ability to analyze cash flows, balance sheet and P&L of corporate structures at an intermediate level
• Strong interpersonal and organizational skills, and work closely with all business lines.
• Responsibility - high work ethics and integrity on which there is no tolerance
• Clients - strong communication skills; ability to nurture a long-term relationship with clients; being able to listen to them in order to understand their needs
• Commitment –being able to listen and demonstrate emotional intelligence to engage others
• Team spirit – being able to develop synergies within the group
• Fast learner

Language Skills

English, Hindi

Computer Skill

Should be very advanced in Excel and PPT skills since this will be critical in this job. Advanced AI skills would give an advantage.

Business insight

Societe Generale is one of the leading financial services groups in Europe. Based on a diversified universal banking model, the Group combines financial strength with a strategy of sustainable growth, putting its resources to work to finance the economy and its clients’ plans. With a solid position in Europe and a presence in countries with strong potential, the Group’s 145,700 employees in 66 countries support 31 million individual clients, large corporates and institutional investors worldwide by offering a wide range of advisory services and tailored financial solutions.

Societe Generale was established in India in the year 1978. In 1985, Societe Generale Bank commenced operations as a Scheduled Commercial Bank in Mumbai. Since then it has a proud legacy of servicing corporates and clients. New branches were added in Delhi (1993). Societe Generale not only offers an extensive product portfolio to different market segments, but customizes solutions in investment banking, global finance and global markets.

Societe Generale is an equal opportunities employer and believes that a diverse and inclusive workforce should be encouraged and recognized.