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Job Description
RM - Financial Institution Group
Description:
The Relationship Manager FIG is responsible for managing relationships with financial institution clients, supporting business growth, and ensuring effective coordination for credit, treasury, and compliance matters.
Key Responsibilities
Relationship & Client Management:
- Manage relationships with banks, NBFCs, insurance companies, mutual funds, and other financial institutions
- Act as the primary point of contact for assigned FIG clients
- Maintain strong client engagement and service standards
Business Development:
- Support growth of fund-based and non-fund-based business
- Cross-sell products such as interbank placements, deposits, FX, trade finance, and cash management
- Contribute to achieving revenue and portfolio growth targets
Credit & Risk Support:
- Coordinate credit proposals, limit renewals, and documentation
- Monitor exposure utilization and basic risk parameters
- Ensure compliance with internal credit and risk policies
Treasury & Market Coordination:
- Liaise with Treasury and FX teams for execution of client transactions
- Support clients in money market and capital market transactions
Compliance & Documentation:
- Ensure completion of KYC, AML, and regulatory documentation
- Coordinate execution of market agreements such as ISDA and GMRA
- Support audits and compliance requirements
Internal Coordination & Client Servicing:
- Coordinate with operations, legal, and product teams for smooth client servicing
- Resolve routine client queries and transaction-related issues
Skills
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