Role Description Job Title Relationship Manager - Financial Sponsored Group (FSG)

Business Unit Capital & Commodity Markets

Reporting To Regional Head - Capital & Commodity Markets & Banks / Unit Head - Capital & Commodity

Job Function and Role Type Sales, Individual Contributor

Version No 1

Job Purpose Develop and manage relationships with financial sponsors and their investee companies. Achieve business targets through cross-selling banking products and services.

Key Responsibilities Business Development Engage with financial sponsors like PE, VC, and sovereign funds.

Build relationships offering capital markets and banking solutions.

Collaborate with investment banking to execute transactions.

Client Servicing Address daily client requirements and act as a single point of contact.

Coordinate with internal teams like Treasury, Operations, and Compliance.





Regulatory Compliance & Housekeeping Review credits as per bank policies.

Ensure adherence to documentation and regulatory requirements.

Complete submissions for client-related regulatory needs.

Other Deliverables / Expectations Gather market intelligence from client interactions.

Ensure profitability through revenue, cost-to-income, and balance sheet metrics.

Education CA or MBA in Finance from reputed institutes.

Certifications None explicitly mentioned.

Key Competencies Commercial banking knowledge, credit appraisal, regulatory compliance, technology proficiency, communication skills.

Major Stakeholders Customers, Wholesale Credit & Market Risk, Investment Banking, Treasury, Operations, Compliance, CMS/Product Teams.

📌 RM-FSG (Mumbai)
🏢 HDFC Bank
📍 Mumbai