Relationship Manager-Conglomerates and Corporate Groups-Sales

Position / Job Title (Proposed)

Relationship Manager-Conglomerates and Corporate Groups-Sales

Designation

Function

Relationship Manager-Conglomerates and Corporate Groups-Sales

Segment Wholesale Business

Division Wholesale Banking

Grade M4/M5

Reporting To Senior Relationship Manager- Conglomerates and Corporate Groups-Sales

Location Mumbai

About the Company/Business

CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates.

1. Specification

• What are the areas (in quantitative terms) the job has an impact on?
• RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations.

Key Deliverables

• Monthly preparation of Deals in Pipeline by consolidating data from the Relationship team for Assets
• Monthly review of key business parameters : CASA, Trade finance, DCM, Structured Finance, Product penetration & cross selling
• Preparation of business presentations for senior management on a monthly / quarterly basis
• Preparation of Annual budget of division’s profit and loss and Balance sheet in coordination with product teams & central Business Intelligence Unit
• Monthly monitoring of budgets vs Actuals & Analysis of performance
• Any other segment wise reporting to internal & external stake holders

Relationships

• Working closely with Senior RM covering large groups & Relationship Manager team serving client requirements
• Credit presentations / Preparation of Inprinciple notes for taking up with credit teams
• Presentations for Credit Committee of the bank & credit ratings
• Follow up with clients for post sanction formalities & also cross selling of banking products

Qualification and Experience

• CA/ MBA in finance/Marketing
• 3-6 Years of relevant banking experience