Relationship Manager – Corporate & Investment Banking

LIVE CONNECTIONS PLACEMENTS PRIVATE LIMITED; Bengaluru, Hyderabad; On-site; INR 900,000 - 1,200,000; Full time

Job summary

A financial services company seeks a dynamic Relationship Manager for Corporate and Investment Banking to manage relationships with corporate clients. Responsibilities include driving revenue growth, delivering customized financial solutions, and ensuring compliance. The ideal candidate has over 5 years of experience in corporate banking and strong analytical skills.

Qualifications

• 5+ years of experience in Corporate or Investment Banking, with a focus on large and medium corporate clients.
• Strong knowledge of corporate banking products and financial markets.
• Proven ability to manage large portfolios and drive revenue growth.

Responsibilities

• Develop and manage relationships with existing corporate clients.
• Identify new business opportunities and onboard potential clients.
• Drive revenue growth by cross-selling corporate and investment banking products.
• Collaborate with product and credit teams to design financial solutions.
• Monitor credit quality and maintain compliance with regulatory standards.

Skills

Interpersonal and communication skills

Analytical skills

Problem-solving skills

Financial statement analysis

Education

Bachelor’s or Master’s degree in Finance, Business, or a related field

Tools

Financial software

CRM software

Job description

Overview

Relationship Manager – Corporate and Investment Banking

Job Summary:

We are seeking a dynamic and results-driven Relationship Manager for Corporate and Investment Banking to manage relationships with large and medium corporate clients. The ideal candidate will be responsible for driving business growth, delivering customized financial solutions, and ensuring excellent client service while meeting risk and compliance standards.

Responsibilities

• Client Relationship Management: Develop and manage relationships with existing corporate clients to understand their financial needs and provide tailored solutions.
• Client Relationship Management: Identify new business opportunities and onboard potential clients from the large and medium corporate segment.
• Business Development: Drive revenue growth by cross-selling corporate and investment banking products such as loans, trade finance, treasury, and structured products.
• Business Development: Collaborate with product and credit teams to design bespoke financial solutions for clients.
• Portfolio Management: Oversee the health of the client portfolio by ensuring timely servicing of loans, monitoring credit quality, and maintaining compliance with regulatory requirements.
• Portfolio Management: Conduct regular portfolio reviews and ensure alignment with business objectives.
• Credit Analysis: Work closely with the credit and risk teams to assess the creditworthiness of clients and structure appropriate financial products.
• Credit Analysis: Prepare and present credit proposals to the credit committee for approval.
• Market Intelligence: Stay updated on market trends, industry developments, and competitor activities to provide insights to clients and identify growth opportunities.
• Market Intelligence: Represent the organization at industry events and build a strong professional network.
• Compliance and Risk Management: Ensure all transactions and client interactions comply with regulatory and organizational guidelines.
• Compliance and Risk Management: Mitigate risk by conducting due diligence and monitoring clients’ financial health.

Qualifications

• Bachelor’s or Master’s degree in Finance, Business, or a related field.
• 5+ years of experience in Corporate or Investment Banking, with a focus on handling large and medium corporate clients.
• Strong knowledge of corporate banking products and financial markets.
• Proven ability to manage large portfolios and drive revenue growth.

Skills and Competencies

• Excellent interpersonal and communication skills to build and maintain client relationships.
• Strong analytical and problem-solving skills.
• In-depth understanding of credit appraisal processes and financial statement analysis.
• Ability to work under pressure and meet tight deadlines.
• Proficient in using financial and CRM software.

Key Performance Indicators (KPIs)

• Revenue growth and cross-sell ratio.
• Portfolio quality (e.g., NPA levels, credit health).
• Client retention and satisfaction scores.
• Timeliness and quality of credit proposals.