The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
The Senior Relationship
Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities:
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior,
conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications:
6-10 years of experience
Comprehensive knowledge of credit analytics and financial modelling
Proven expertise in Risk assessment and valuation Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred This provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group: Institutional Banking
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Job Family
Corporate Banking
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Time Type
Full time
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Most Relevant Skills Please see the requirements listed above.
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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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📌 Corporate Banking - Financial Institutions (FI) Senior Relationship Manager - Vice President (Mumbai)
🏢 Citi
📍 Mumbai