Relationship Manager

Role Overview

This full-time, on-site Relationship Manager position in Goregaon, Maharashtra is focused on managing trade and high-value MSME relationships, especially those tied to working capital and trade finance needs. The role combines customer acquisition, portfolio growth, trade transaction support, compliance oversight, and cross-sell responsibility across banking solutions.

Key Responsibilities

• Bring in and manage trade customers as well as high-value MSME clients for their working capital requirements.
• Address customer needs related to pre-shipment and post-shipment finance limits.
• Handle the full customer journey, including acquisition, onboarding, portfolio management, activation, and attrition control.
• Grow trade revenue by expanding wallet share across both newly acquired and existing trade accounts.
• Acquire new trade customers and high-value liability customers.
• Support customer trade transactions and help ensure smooth straight-through processing.
• Promote treasury products such as forwards and options to trade customers.
• Deliver cash management services to customers.
• Work with a team-lead mindset, remain self-driven, and maintain a positive approach.
• Take ownership of projects and assignments and complete them within agreed timelines.
• Apply a collaborative, practical, and solution-oriented approach to day-to-day work.
• Carry out due diligence on customers and transactions to meet AML and regulatory requirements for trade activity.
• Track and reduce compliance pendency related to bills of entry and export bills.

Skills and Competencies

• Trade finance knowledge
• MSME relationship management
• Working capital financing
• Customer acquisition and onboarding
• Portfolio and lifecycle management
• Cross-selling and revenue growth
• Cash management solutions
• Treasury product awareness
• AML and regulatory compliance
• Strong communication skills
• Interpersonal effectiveness
• Problem-solving and ownership

Additional Information

The role expects a responsible, accountable, and self-motivated professional who can manage multiple assignments within deadlines while coordinating effectively with internal teams and customers.

Benefits

No perks or benefits were specified in the source information.