Steps India Technology

The Corporate Institute; Coimbatore District; Hybrid; INR 900,000 - 1,300,000; Full time

Job summary

The Corporate Institute seeks a Relationship Manager to lead client engagement in Wholesale Banking for mid‑corporate clients. You will drive onboarding, assess needs, and structure banking solutions aligned with policy to deliver service and growth.

You will collaborate with Treasury, Risk, Compliance and Legal teams to ensure due diligence, risk controls, and revenue generation while maintaining high client satisfaction.

Qualifications

• Onboard new clients with best-in-class servicing standards.
• Understand client needs, business and sector characteristics.
• Structure banking solutions aligned to bank policies.

Responsibilities

• Ensure seamless customer onboarding and develop deep relationships to become the client’s banking partner of choice.
• Understand client needs and structure solutions to satisfy requirements while following policies.
• Acquire clients, perform due diligence, and support recovery as needed.
• Ideate to drive diversified revenue sources for wholesale banking and campaigns to increase high-quality client penetration.
• Study client financials to spot risks and safeguard bank interests.
• Gather market intelligence to include best practices in service delivery.
• Build and maintain relationships with internal and external stakeholders to achieve business goals.
• Collaborate with Treasury, Risk, Compliance and Legal to meet objectives with efficient processes.
• Create mechanisms to measure customer satisfaction and drive process improvements.
• Review customer issues to maintain satisfaction and treasury business growth.

Skills

Relationship mgmt

Client onboarding

Due diligence

Cross-functional collab

Revenue generation

Stakeholder mgmt

Job description

Position Details:

Role: Relationship Manager/Assistant Relationship Manager/Senior Relationship Manager – Corporate Coverage (Mid Corporate)

Function: Wholesale Banking

Location: Coimbatore & Visakhapatnam

Job Purpose:

The job purpose is to spearhead business generation within stringent and dynamic regulations and the bank’s risk appetite to expand the volume of trade.

Roles & Responsibilities:

• – Ensure seamless customer onboarding by ensuring best in-class customer servicing standards and processes, and develop deep relationships to become the client’s banking partner of choice.
• – Understand client needs, business, and sector characteristics.
• – Understand customer requirements and structure solutions to achieve customer satisfaction while remaining aligned with the bank’s policies.
• – Accountable for customer acquisition, due diligence, and recovery.
• – Ideate to create diversified revenue sources for wholesale banking and facilitate campaigns to increase customer penetration and acquire high quality clients.
• – Study financial reports of clients to identify early warning signs and flag potential pitfalls to prevent losses to the bank.
• – Gather and leverage market intelligence to incorporate best practices.
• – Develop and maintain constructive relationships with key internal and external stakeholders to help achieve business critical goals.
• – Collaborate with internal stakeholders (Treasury, Risk, Compliance, Legal) to achieve the desired business objectives whilst ensuring maximum efficiency in internal processes.
• – Create and deploy strong mechanisms that can constantly measure and monitor customer satisfaction and envision changes to existing processes to improve specifications and performance.
• – Ensure high quality customer service and review customer complaints in order to maintain customer satisfaction and increase the treasury business.