Relationship Manager

Role Overview

This position focuses on managing and growing a portfolio of trade and high-value MSME customers. The role is centered on working-capital solutions, trade finance support, revenue growth through deeper product usage, and strong customer relationship management across the full account lifecycle.

Key Responsibilities

• Build and manage relationships with trade and high-value MSME clients for their working-capital needs.
• Support requirements related to pre-shipment and post-shipment finance limits.
• Handle the complete customer journey, including acquisition, onboarding, portfolio management, activation, and attrition control.
• Increase trade revenue by improving wallet share across both newly acquired and existing trade accounts.
• Bring in new trade customers and high-value liability customers.
• Coordinate customer trade transactions and help ensure smooth straight-through processing.
• Promote treasury products such as forwards and options to trade customers.
• Offer cash management solutions tailored to customer needs.
• Carry out customer and transaction due diligence to meet AML and regulatory expectations linked to trade activity.
• Track and reduce compliance pendency related to bills of entry and export bills.

Desired Profile

• Self-motivated with a constructive and proactive approach.
• Able to plan and complete projects and assignments within committed timelines.
• Solution-focused and comfortable working collaboratively with others.
• Strong verbal and written communication skills.
• Good interpersonal skills for managing client relationships and internal coordination.

Additional Information

This is a full-time onsite role based in Panipat, Haryana, India. The role involves both customer acquisition and ongoing portfolio management, with close attention to trade processing, compliance checks, and revenue growth through cross-sell and upsell opportunities.

Core Focus Areas

The position covers trade finance, MSME working capital, liability acquisition, treasury cross-sell, cash management, regulatory diligence, and customer lifecycle ownership.