Corporate Banking: Relationship Manager - Assistant Vice President

Citigroup Inc.; Chennai District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Citigroup Inc. in Chennai is seeking an experienced Relationship Manager to act as a strategic advisor for corporate clients. You will raise capital, coordinate with Institutional Banking, and manage complex financing and advisory mandates.

The role requires 8–10 years in related fields, an MBA or equivalent, and strong credit and communication skills. Licensing in Series 7/63 is preferred, with a focus on risk and compliance in all banking activities.

Qualifications

• 8-10 years of experience in corporate banking or related lending/credit roles.
• MBA or Master’s in Business preferred.
• Experience with large corporate clients and capital markets products.
• Proven credit skills and knowledge of lending/credit approval processes.
• Strong written and verbal communication skills.
• Licensing: Series 7 and 63 preferred.

Responsibilities

• Expand a portfolio of accounts with revenue growth while maintaining credit quality.
• Identify client needs and propose financing, cash management, FX, etc.
• Cross-sell banking products including cash management, trade finance, and capital markets products.
• Manage all credit aspects including annual reviews and remedial actions.
• Assess risk and ensure compliance with laws, policies and ethics.

Skills

Credit analysis

Financial analysis

Client relationship management

Risk assessment

Communication

Negotiation

Education

MBA or Master’s in Business

Bachelor’s degree or equivalent

Tools

Series 7 license

Series 63 license

Job description

The Relationship Manager is an intermediate-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 Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as 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.

Qualifications

• 8-10 years of experience
• MBA or Master's degree in Business preferred
• Proven and progressive related lending/credit experience or equivalent product experience
• Demonstrated credit skills, including a background in credit
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
• Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
• Consistently demonstrate clear and concise written and verbal communication
• Proven analytical, planning, negotiation, and organizational skills
• Series 7 and 63 licenses preferred

Education

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Institutional Banking

Job Family

Corporate Banking

Time Type

Full time

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