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Job Overview



Job Role

Relationship Manager

Gender preferred

No Preferences

Functional Area

Insurance- General Insurance

Career Level

Qualified Professional - Fresher

Work preferred

Work from Office


Min Experience


Max Experience

7 Years



Any Graduation

Post Graduation

CA - Qualified, MBA/PGDM



- Credit Appraisal - RM is expected to understand in detail the client's business, financials and prepare quality appraisal note in collaboration with Risk Management team.

- Documentation - RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. Also expected to complete post-disbursement documentation activities in coordination with control groups such as Legal, Compliance, Credit Middle Office.

- Portfolio management Managing a high quality portfolio of corporate clients

- Achieving business targets, acquiring and onboarding new clients

- Understand & cross-sell various retail asset & liability products to capture entire ecosystem of corporate clients

Key skills:

- Understanding of financial statements such as Balance sheet, P&L A/c & Cash flow statements

- Knowledge of computation of key financial ratios

- Knowledge of Basic Banking products

- Communication and presentation skills

- Basic working knowledge of Word, Excel and PPT


Collaboration (Forges understanding with others and carries others along, considers impact on the organization, not just own targets/metrics, and acts accordingly)

Passion (Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties)

Organization Capability (Builds structures, systems and processes to support strategy, focuses on productivity as a business lever, sets personal example in driving quality for achieving world class service delivery)

Qualification & Experience:- CA / MBA Finance with 0-7 yrs if experience.

Location:- Chennai/Bangalore/Mumbai/Pune/Ahmedabad/Delhi

Interested candidates can share their resume on:-


CA FresherMBARelationship ManagementBankingRisk ManagementComplianceLegalPortfolio Management

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