Senior Relationship Manager/Relationship Manager – New Economy Segment Career Inflections

The Corporate Institute; India; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute is representing a reputed bank focused on the New Economy segment in India. The role covers acquisition, relationship management, credit appraisal, and cross-functional execution of banking solutions.

You will build senior-level client relationships, negotiate pricing, and cross-sell products such as CMS, salary accounts, corporate cards, and insurance while monitoring credit health and driving portfolio growth.

Qualifications

• CA or MBA with relevant banking experience.
• Strong client connectivity and proven relationship management.

Responsibilities

• Acquire NTBs in New Economy segment and deepen wallet share.
• Conduct credit risk appraisal and present proposals for sanction.
• Coordinate with internal teams for approvals, documentation, disbursement and post-disbursement compliance.
• Build senior-level client relationships and cross-sell CMS, payroll, cards, and insurance.
• Monitor credit health and mitigate stress in the portfolio.
• Achieve budgets through sanction and disbursement of NTBs.
• Manage product portfolio including Working Capital, Term Loan, Structured finance, Trade products, FX, Investment Banking, FDs, SCF, CMS, corporate salary accounts and cards.

Skills

Credit risk appraisal

New Economy client acquisition

Relationship management

Cross-selling banking products

Negotiation

Education

CA

MBA

Job description

Our client is a reputed and well-established bank, consistently ranked among the top performers within its peer group.

Role Overview:

This position focuses on driving growth in the New Economy segment [GCC, IT, ITes, Growth stage, SaaS, D2C clients among others].

The role spans acquisition, relationship management, credit appraisal, and cross-functional coordination to ensure seamless execution of banking solutions.

Role specs:

• The candidate will be required to acquire NTBs in New Economy segment and deepen wallet share in existing portfolio of clients.
• Candidate should have experience in undertaking credit risk appraisal and presenting the proposal to relevant forums for sanction.
• Engage and co-ordinate with various internal teams for relevant approvals, documentation, limit setup, disbursement, post-disbursement compliances and monitoring. Ensure end-to-end transaction execution from origination to completion.
• Build and maintain senior-level client relationships to enhance engagement, negotiate pricing, and cross-sell banking products such as CMS, salary accounts, corporate cards, and insurance.
• Responsible for monitoring and maintaining credit health of the portfolio and take appropriate steps to proactively mitigate any sign of stress in the portfolio.
• Should be able to achieve budgets set by Bank’s management and bring aggressive growth through SANCTION and DISBURSEMENT of NTBs.
• Product Portfolio – Large / Mid Market Segment / Universal Banking Products including but not limited to Working Capital, Term Loan, Structured finance, Trade products, FX, Investment Banking, FDs, SCF, CMS, Corporate salary a/cs and cards.

NOTE:

Role Level: Open across levels based on experience.

Location: Local candidates preferred.

Candidate specs:

CA or MBA with relevant banking experience.

Must-Have: Strong client connectivity and proven relationship management skills.