Associate Relationship Manager – Corporate Banking G2G Consultancy & Services

The Corporate Institute; Pune District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

The Corporate Institute invites applications for an Associate Relationship Manager – Corporate Banking in Pune. You will support the Corporate Banking team by managing client relationships, preparing credit proposals, and assisting in business development across trade finance, foreign exchange, and treasury products.

You will coordinate with internal teams to ensure timely service, strict KYC/compliance, and accurate documentation, contributing to revenue growth and client satisfaction in a

Qualifications

• B.Com, MBA/PGDM in Finance, Banking, or Business Management
• CA or CFA desirable
• 2–4 years in Corporate/Commercial Banking

Responsibilities

• Assist Relationship Manager to maintain and strengthen relationships with corporate clients
• Coordinate with clients for documentation and transaction requirements
• Support servicing of loans, working capital facilities, trade finance and treasury products
• Assist in preparing credit proposals and financial analyses of corporate clients
• Coordinate with credit, risk, compliance, operations, and trade finance teams
• Monitor portfolio, credit exposures, repayments and account conduct, ensuring compliance and proper documentation

Skills

Corporate Banking

Credit Analysis

Financial Advisory

Business Development

Education

B.Com

MBA / PGDM in Finance, Banking, or Business Management

CA / CFA

Job description

Job Title: Associate Relationship Manager – Corporate Banking

Department: Corporate Banking

Location: Pune

CTC: Max 25L

Reporting To: Relationship Manager / Senior Relationship Manager – Corporate Banking

Required Qualifications: B.Com, MBA / PGDM in Finance, Banking, or Business Management, CA / CFA

Experience:

• 2-4 years of experience in: Corporate Banking, Commercial Banking
• Relationship Management, Credit Analysis or Financial Advisory

Role Purpose:

The Associate Relationship Manager will support the Corporate Banking team in managing corporate client relationships, assisting with credit proposals, business development, Trade Finance, and Foreign Trade, and ensuring smooth servicing of corporate banking clients. The role focuses on strengthening client engagement and supporting revenue growth through banking products and financial solutions.

Key Responsibilities

1. Client Relationship Management

Assist the Relationship Manager in maintaining and strengthening relationships with corporate clients.

Coordinate with clients for documentation, financial information, and transaction requirements.

Ensure timely servicing of client banking needs, including loans, working capital facilities, trade finance, and treasury products.

2. Business Development Support

Identify potential corporate clients for banking products and financial services.

Support the RM in expanding the corporate portfolio and generating new business opportunities.

Participate in client meetings, presentations, and relationship-building activities.

3. Credit and Financial Analysis

Assist in preparing credit proposals and financial analysis of corporate clients.

Evaluate financial statements, cash flow projections, and the creditworthiness of companies.

Support internal teams in credit appraisal, risk assessment, and documentation.

4. Coordination with Internal Departments

Work closely with credit, risk, compliance, operations, and trade finance teams.

Ensure proper documentation and adherence to banking policies and regulatory guidelines.

Follow up on loan approvals, disbursements, and account monitoring.

5. Portfolio Monitoring

Track performance of existing corporate accounts.

Monitor credit exposure, repayment schedules, and account conduct.

Assist in identifying early warning signals in corporate accounts.

6. Compliance and Risk Management

Ensure compliance with banking regulations, KYC norms, and internal policies.

Maintain proper records and documentation for audit and regulatory requirements.

Managing Foreign Transactions, Trade Finance, and BG & EMDs