Relationship Manager – Large Liability – Bank Steps India Technology

The Corporate Institute; New Delhi; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

The Corporate Institute in New Delhi is assisting a leading bank in recruiting a Relationship Manager - Large Liability. The role focuses on sourcing NTB liability clients, evaluating credit needs, and managing exposure throughout the client life cycle.

Responsibilities include originating large liability accounts, onboarding multi-product transactions, and driving revenue through deposits, CMS/Trade/FX, and cross-sell strategies in the Delhi market.

Responsibilities

• Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of large Liability Group clients.
• Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients.
• Develop a large liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
• Originate CMS/Trade Processing/FX/ Supply Chain Finance transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries.
• Onboard these clients with a solutions-based approach, co-create unique solutions wherever required.
• Build Liquid Asset OR limited Lending including writing credit assessment memo and monitoring
• Build and manage relationships with clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
• Collaborate with the various Product Sales Managers, Credit Managers and the Implementation teams across all Banking products to achieve these objectives

Job description

Given below the position details with a Leading bank :

Role/Job Title: Relationship Manager - Large Liability

Function/ Department: Wholesale Banking

Location : New Delhi

Job Purpose: The job purpose is to source NTB liability customers for the bank and to evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients

Roles & Responsibilities:

• Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of large Liability Group clients.
• Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients.
• Develop a large liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
• Originate CMS/Trade Processing/FX/ Supply Chain Finance transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries.
• Onboard these clients with a solutions-based approach, co-create unique solutions wherever required.
• Build Liquid Asset OR limited Lending including writing credit assessment memo and monitoring
• Build and manage relationships with clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
• Collaborate with the various Product Sales Managers, Credit Managers and the Implementation teams across all Banking products to achieve these objectives