Relationship manager (RM)

Job description

POSITION DESCRIPTION DOCUMENT
BASIC INFORMATION
Position Title Relationship Manager (Origination – Corporate & NBFC)
Designation Deputy
Manager/Manager
Function
/Department Customer Acquisition Group (Retail)
POSITION DETAILS
To be filled up as per the requirement of the business / function
Grade NA Reporting To Senior Manager
Corporate/Territory Corporate Span Of Control
(If Applicable) NA
Base Location (City) Mumbai Country INDIA
POSITION OBJECTIVE
Plays crucial role in Create and manage relationships with various Corporates & NBFCs and will be responsible for
Independent drive to secure business, accomplish business targets and work with multiple teams.
DO - Key Responsibilities
1 Create and manage relationships with various Corporates & NBFCs. 2
Regularly meeting Corporates & NBFCs to take market updates and originating debt advisory / financing
transactions.
3
Liaison with them for obtaining required financial data/information for preparation and submission of
proposal with Banks/ Fis
4
Studying their information to structure a debt financing transaction
5
Effectively co-ordinate with third party agencies like Rating Agencies, Legal Counsel, Trustee etc. to
ensure smooth closure of trade.
6
Create and manage a strong reputation by demonstrating consistent and clear communication between
internal and external parties.
7 Actively engage with and assist the Structuring and Distribution team in marketing the products to
prospective investors.
8 Responsible for creating awareness about the company and amongst the banking and other investor
community, as a market making activity.
9 Provide insights on market activity and present them to the leadership team.
10 Independent drive to secure business, accomplish business targets and work with multiple teams.
11 Analyze and present financial trends, competitor behavior, shareholder issues, and anything else that
could impact the business

DISPLAY QUALIFICA TION
Basic
Qualificatio
n /
Education /
Vocational
Training
The candidate shall be a qualified MBA from a top tier business school or a CA/CFA. EXPERIENC
E
Minimum
Experience
2-5 years of work experience in corporate banking/debt capital markets/structured
finance.
Specific /
Relevant
Experience
Have managed relationships with various Corporates / NBFCs and have been
instrumental in raising debt for them.
COMPETECIE
S
Functional
Skills and
Capabilities
 A strong understanding of macroeconomics, capital markets trends,
competitor activities, industry dynamics, and customer trends.
 A professional who is also entrepreneurial and has a client-minded focus.
 Must be able to perform in a high-pressure environment and be able to meet
ight deadlines.
 Strong work ethics and excellent communication skills.
JOB INTERACTIONS
KEY INTERNAL INTERACTION WITH NATURE OF INTERACTION
All Departments Personal, Virtual, Emails

KEY EXTERNAL INTERACTION WITH NATURE OF INTERACTION
Vendors/ Clients Personal, Virtual, Emails

Validated by Satya Sahu Validated date 16/04/2024
Reviewed by Bhavin Jain Reviewed date
Approved by Pramod Dubey Approved date