Relationship Manager - Corporate Liability Group - Transaction Banking Group
People Connect Solutions Relationship Manager - Corporate Liability Group - Transaction Banking Group
Description
Role Overview
Role Title: Relationship Manager - Corporate Liability Group
Department: Transaction Banking Group
Location: Mumbai | Pune
Experience: 6 to 10 Years
Job Purpose
Lead and execute the corporate liability strategy for a designated city/region. Independently drive acquisition of top corporate clients, manage a high-value portfolio, and deliver comprehensive banking solutions including CMS, Trade, and FX - while building long-term institutional relationships with PE/VC funds, incubators, and other key influencers.
Key Responsibilities
- Drive origination of New-to-Bank (NTB) current accounts and independently manage a senior portfolio of Corporate Liability Group clients.
- Originate high-value CMS, Trade Processing, and FX transactions from cash-rich corporates - focusing on Digital First Companies, IT/ITES firms, and MNC subsidiaries.
- Partner with founders of well-funded startups - e-commerce, fintech, and online aggregators - to deliver end-to-end cash and trade solutions.
- Structure and build Liquid Asset or Cash-Backed Lending products with short credit assessment memos for eligible clients.
- Cultivate and deepen relationships with PE/VC funds, startup incubators, prominent law firms, and Chartered Accountants as influencer networks.
- Grow existing client relationships - expand CA balances, term deposits, and CMS/Trade/FX throughputs to maximize fee and revenue income.
- Lead cross-sell of the bank's full product suite - salary, wealth management, trade, and treasury - to increase share of wallet.
- Collaborate with Product Sales Managers and Implementation Teams to deliver seamless client onboarding and service.
- Consistently achieve and exceed monthly and quarterly targets for liabilities, trade income, and fee-based revenue.
Who We Are Looking For
- 6+ years of relevant experience in corporate current account acquisition and portfolio management.
- Strong background in CMS, Trade Finance (LC, BG, PCFC, Remittances), and Forex transactions.
- Experience handling large corporate clients with significant CA balances and trade volumes.
- Demonstrated ability to build and leverage PE/VC, incubator, and influencer networks.
- Strong leadership, negotiation, and client engagement skills with a revenue-first mindset.
- Prior experience in Transaction Banking, Wholesale Banking, or Corporate Liability Group preferred.