Relationship Manager- Origination & Coverage

Mashreq; Maharashtra; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Mashreq seeks an experienced financial institution specialist in India to originate and manage a portfolio of Indian banks across Mashreq’s product lines, including cash management, trade, banknotes, bullion, syndication loans, DCM, treasury, and global markets.

The role emphasizes independent portfolio management, execution of growth plans, and close collaboration with Head of FI – India – Origination and Coverage to expand client wallet share.

Qualifications

• 10 years’ relevant experience in managing and originating business.
• Sound skills in trade, clearing, loan and FX products relating to FIs.
• Postgraduate in Management or a Professional Degree in Finance is preferred.

Responsibilities

• Target assigned portfolio of Indian Banks for Mashreq suite of product offering in Cash Management, Trade, Banknotes, Bullion, Investment Banking – Syndicated Loan & DCM and Treasury.
• Independently manage assigned client portfolio across products.
• Implement business plan for Indian Banks based on our strategy with identified growth initiatives across products.
• Actively engage with clients and internal stakeholders to ensure successful origination and cross-sell across Mashreq products.
• Maintain a robust pipeline and regular call reports; ensure KYCs for assigned portfolio are completed.

Skills

Sales

Marketing

Negotiation

Trade Finance

Clearing

Loans

FX

Financial Institutions

Relationship management

Education

Postgraduate in Management

Professional Degree in Finance

Job description

Job Purpose

• Target assigned portfolio of Indian Banks for Mashreq suite of product offering in Cash Management, Trade, Banknotes, Bullion, Investment Banking – Syndicated Loan & DCM and Treasury.
• Independently manage assigned client portfolio across products.
• Implement business plan for Indian Banks based on our strategy with identified growth initiatives across products

Key Result Areas

• To enhance revenue and originate business from assigned Indian Banks portfolio from existing and targeted clients.
• Independently manage coverage for assigned client portfolio across products.
• To work closely with Head of FI – India – Origination and Coverage and promote and expand Mashreq suite of existing and proposed new products with Indian Banks and their branches abroad.
• Actively engage with both clients and internal stakeholders towards ensuring successful origination, client experience, high cross-sell penetration to broaden Mashreq share of client wallet.
• Manage effective sales management through maintaining a robust pipeline and regular updating of call reports. To ensure that KYCs for assigned portfolio are completed.
• Increase revenue across Cash Management, Trade, Banknotes, Bullion, Investment Banking (Syndicated Loans & DCM) and Treasury & Global Markets business.
• Maintain RAROC at client and assigned portfolio level.

Knowledge, Skills & Experience:

• 10 years’ relevant experience in managing and originating business (with last role related to Financial Institution business).
• Sound skills in trade, clearing, Loan and FX products relating to FIs.
• Good knowledge of Financial Institutions and holding relationships at a middle and senior level in target market.
• Strong sales, marketing, and negotiation skills with attitude of a team player.
• Postgraduate in Management or a Professional Degree in Finance is preferred.