Relationship Manager

Skillventory; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Skillventory in Bengaluru, Karnataka, India is seeking a proactive sales professional to acquire MSME/SME customers for Working Capital products. You will source business through direct sales, DSAs, and channel partners, and sell CC, OD, BG, LC, Trade Finance, and Supply Chain Finance.

You will conduct financial analysis, coordinate with Credit and Risk teams, ensure KYC, documentation, and policy compliance, cross-sell CASA, achieve targets, monitor portfolio health, and maintain strong client

Responsibilities

• Acquire new MSME/SME customers for Working Capital products.
• Source business through direct sales, DSAs, and channel partners.
• Sell CC, OD, BG, LC, Trade Finance, and Supply Chain Finance.
• Build and manage a quality customer portfolio.
• Conduct customer meetings, financial analysis, and credit discussions.
• Coordinate with Credit, Operations, Legal, and Risk teams for loan processing.
• Ensure KYC, documentation, and policy compliance.
• Cross-sell CASA and other banking products.
• Achieve business, disbursement, and revenue targets.
• Monitor portfolio health and maintain asset quality.
• Maintain strong relationships with existing and new clients.
• Stay updated on market trends and competitor activities.

Job description

Role & responsibilities

• Acquire new MSME/SME customers for Working Capital products.
• Source business through direct sales, DSAs, and channel partners.
• Sell CC, OD, BG, LC, Trade Finance, and Supply Chain Finance.
• Build and manage a quality customer portfolio.
• Conduct customer meetings, financial analysis, and credit discussions.
• Coordinate with Credit, Operations, Legal, and Risk teams for loan processing.
• Ensure KYC, documentation, and policy compliance.
• Cross-sell CASA and other banking products.
• Achieve business, disbursement, and revenue targets.
• Monitor portfolio health and maintain asset quality.
• Maintain strong relationships with existing and new clients.
• Stay updated on market trends and competitor activities.