Relationship Manager

Role Overview

This role focuses on building and managing relationships with trade customers and high-value MSME clients, with an emphasis on working capital solutions and trade finance support. The position is based in Pune Division, Maharashtra, India.

Key Responsibilities

• Bring in and manage trade and high-value MSME accounts, especially those needing working capital support.
• Address customer needs for 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.
• Source new trade customers and high-value liability relationships.
• Support customer trade transactions and help ensure smooth straight-through processing.
• Promote treasury products such as forwards and options to trade customers where suitable.
• Offer cash management services to customers.
• Perform due diligence on customers and transactions to meet AML and regulatory requirements for trade business.
• Track bill of entry and export bill compliance and work to reduce pending compliance items.

Desired Profile

• Self-motivated and able to work with a positive attitude.
• Comfortable taking ownership of assignments and delivering work within agreed timelines.
• Strong problem-solving mindset with a collaborative approach.
• Excellent communication and interpersonal abilities.

Additional Information

This is a full-time, on-site role. No stipend or salary details were provided in the source.