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 in Pune seeks an Associate Relationship Manager – Corporate Banking to support the Corporate Banking team. You will help manage corporate client relationships, assist with credit proposals, and support business development across trade finance and treasury products.

The role focuses on strengthening client engagement and driving revenue growth through banking products and financial solutions, with responsibilities spanning documentation, risk controls, and

Qualifications

• 2-4 years of experience in Corporate Banking or Commercial Banking.
• Experience in Relationship Management, Credit Analysis or Financial Advisory.
• Qualifications include B.Com and MBA/PGDM or professional credentials (CA/CFA).

Responsibilities

• Client Relationship Management: maintain and strengthen relationships with corporate clients; coordinate documentation and transaction needs; ensure timely servicing of loans, working capital facilities, trade finance, and treasury products.
• Business Development Support: identify potential corporate clients and assist RM in expanding the portfolio; participate in meetings and relationship-building activities.
• Credit and Financial Analysis: assist in preparing credit proposals; evaluate financials, cash flow, and creditworthiness; support credit appraisal and risk assessment.

Skills

Relationship Management

Credit Analysis

Financial Advisory

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