Relationship Manager - CA

Indusind Bank; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

IndusInd Bank is seeking a proactive professional to support coverage of New Economy clients, including digital-first firms and startups. You will assist in mapping, profiling, and preparing client briefs, while coordinating onboarding with compliance, operations, and legal teams.

The role focuses on client activation, MIS reporting, and growth across cash management, deposits, and transaction banking within the portfolio. Strong KYC and regulatory awareness are essential.

Qualifications

• Experience with onboarding new clients and KYC processes.
• Knowledge of corporate banking products and CMS.
• Ability to work with multiple stakeholders in a fast-paced environment.
• Strong documentation and MIS record-keeping.

Responsibilities

• Support coverage of New Economy clients including digital-first companies, SaaS, D2C, consumer tech, IT/ITES, GCCs, startups, mature new-age corporates, PE/VC/AIF funds, and GIFT City entities.
• Assist in client mapping, prospect profiling, market intelligence gathering, preparation of client briefs, pitch decks, and account plans.
• Support acquisition of new clients and onboarding activities including KYC documentation, account opening processes, and coordination with compliance, operations, and legal teams.
• Monitor onboarding milestones and ensure timely account activation while maintaining client documentation and MIS records.
• Assist in growing CASA balances, term deposits, escrow balances, and transaction banking revenues within the assigned portfolio.

Skills

Client relationship management

KYC documentation

Cross-functional coordination

Financial analysis

Regulatory compliance

Job description

Role & responsibilities

• Support coverage of New Economy clients including digital-first companies, SaaS, D2C, consumer tech, IT/ITES, GCCs, startups, mature new-age corporates, PE/VC/AIF funds, and GIFT City entities.
• Assist in client mapping, prospect profiling, market intelligence gathering, preparation of client briefs, pitch decks, and account plans.
• Support acquisition of new clients and onboarding activities including KYC documentation, account opening processes, and coordination with compliance, operations, and legal teams.
• Monitor onboarding milestones and ensure timely account activation while maintaining client documentation and MIS records.
• Assist in growing CASA balances, term deposits, escrow balances, and transaction banking revenues within the assigned portfolio.
• Support the structuring and preparation of proposals for Cash Management Services (CMS), Trade Finance, Foreign Exchange, Supply Chain Finance, API-led banking solutions, and Working Capital products.
• Conduct financial statement analysis, cash flow assessments, business model evaluations, and sector analysis with a focus on New Economy businesses.
• Assist in preparation of credit notes, approval memorandums, limit monitoring reports, renewal proposals, and covenant tracking.
• Coordinate with product, implementation, risk, operations, and service teams to ensure timely execution of transactions and seamless client servicing.
• Support resolution of client queries and service requests while maintaining high standards of customer satisfaction.
• Ensure adherence to internal policies, KYC/AML guidelines, regulatory requirements, and governance standards.
• Support audit, regulatory, compliance, and internal review processes as required.
• Develop a strong understanding of New Economy sectors and contribute towards portfolio growth, revenue generation, and deepening client relationships.
• Ability to work in a fast-paced environment, coordinate with multiple stakeholders, and support business growth initiatives effectively.