Relationship Manager

Job Role

Financial Objective

• Achieve budgeted Revenue and Volume target at the customer and segment level

• Increase Trade and FX wallet share of the customers

• Grow derivative business in the given set of customers

• Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities

Relationship Management – External and Internal

• Direct coverage of customers more at the operating level of the customer

• Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business

• Manage internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives

Internal Processes

• Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank

• Hedging of all positions arising out of the transactions covered

• Capturing all transactions in all the front office systems of the bank as per the policy

• Ensuring all treasury related documents are submitted by the customer in defined TAT

• Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes

Risk Management and Risk Mitigation

• Risk management and Risk mitigation ideas for the corporate

• Manage Bank’s credit and market risk when offering products to customers

• Evaluate Reputational and Legal Risk for the Bank on product offerings to customers

Job Requirements

• Qualification - MBA in Finance / Marketing

• Ideally should have 5-8 yrs. of relevant experience

• Treasury product knowledge, including knowledge about pricing. Adequate knowledge of markets, with ability to interpret these data and use it for business opportunities

• Compliance and TAT orientation

• Good communication skills

• Strong analytical and mathematical acumen, data interpretation skills

• Ability to Multi-task

• Knowledge of RBI regulations