Accounts Payable/Receivable Manager

Capital; New York, Northern (NY, KY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Festival bonus

Career growth opportunities

Job summary

Capital in New York invites a Relationship Manager – Investment & Loan Banking to build and manage client relationships, drive growth in loan portfolios and investment accounts. You will identify client needs, structure financing and investment solutions, and coordinate with teams to ensure smooth processing.

The ideal candidate holds a Bachelor’s degree in Finance or related field, has 1–3 years in banking or investment firms, and demonstrates strong communication, negotiation, and sales

Qualifications

• Bachelor’s degree in Finance, Banking, Economics, or related field.
• 1–3 years in banking or investment firms.
• Experience in client relationship management is a plus.
• Strong communication and negotiation skills required.

Responsibilities

• Identify, approach, and onboard new clients for loan and investment products.
• Conduct client meetings (physical and virtual) to understand funding and investment needs.
• Structure and present customized loan and investment solutions.
• Achieve individual monthly and quarterly portfolio growth targets.
• Maintain and grow a strong client portfolio through relationship management and follow-ups.
• Cross-sell relevant financial products to existing clients.
• Coordinate with Credit and Operations teams to ensure smooth loan processing and disbursement.
• Monitor loan performance and ensure timely repayments.
• Provide financial advisory support to clients on investment opportunities.
• Ensure full compliance with internal policies, risk management guidelines, and regulatory requirements.
• Prepare periodic reports on client activity, pipeline deals, and portfolio performance.

Skills

Communication

Negotiation

Sales orientation

Interpersonal skills

Presentation

Education

Bachelor’s degree in Finance/Banking

Job description

As a Relationship Manager – Investment & Loan Banking at BT – Capital, you are responsible for building and managing strong client relationships while driving growth in loan portfolios and investment accounts. This role focuses on client acquisition, financial advisory, deal structuring, and maintaining long-term partnerships.

You will serve as a trusted advisor, helping clients access suitable financing solutions and investment opportunities while ensuring compliance with institutional policies and regulatory standards.

Job Responsibilities

• Identify, approach, and onboard new clients for loan and investment products.
• Conduct client meetings (physical and virtual) to understand funding and investment needs.
• Structure and present customized loan and investment solutions.
• Achieve individual monthly and quarterly portfolio growth targets.
• Maintain and grow a strong client portfolio through relationship management and follow-ups.
• Cross-sell relevant financial products to existing clients.
• Coordinate with Credit and Operations teams to ensure smooth loan processing and disbursement.
• Monitor loan performance and ensure timely repayments.
• Provide financial advisory support to clients on investment opportunities.
• Ensure full compliance with internal policies, risk management guidelines, and regulatory requirements.
• Prepare periodic reports on client activity, pipeline deals, and portfolio performance.

Educational Requirements

• Bachelor’s degree in Finance, Banking, Economics, Business Administration, Marketing, or related field.

Experience Requirements

• Minimum of 1–3 years’ experience in banking, financial institutions, investment firms, or loan marketing.
• Experience in client relationship management, credit structuring, or portfolio management will be an added advantage.

Additional Requirements

• Strong communication and negotiation skills.
• Ability to manage high-value clients professionally.
• Target-driven with strong sales orientation.
• Good understanding of loan structuring and investment products.
• Ability to work under pressure and meet deadlines.
• Strong interpersonal and presentation skills.

Compensation & Other Benefits

• Competitive salary package.
• Attractive performance-based commission and bonuses.
• Festival Bonus (as per company policy).
• Career growth opportunities within the institution.

Note In addition, DRC doesn’t charge any fee for any of its recruitment processes & believes in equal opportunity in employment regardless.