Role & responsibilities

Portfolio Management and Deal Structuring

Structuring and restructuring of deals in such a way so that they meet the clients financial needs and requirement

Overseeing management of various portfolios handled by the section leaders and ensuring that the client accounts are competently handled

Team Management

Manage and lead a group of Relationship Managers to achieve their respective goals and objectives which are in line with the banks overall strategy and objective

Promoter/ Top Management Relationship

Engage and maintain relationship with top management and promoters of the client on regular basis

Understand the promoters / top managements financial needs and challenges and provide suitable solutions for it

Revenue Generation

Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups

Relationship Management

Seek and acquire current client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services





Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal

Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank

Communication/PR of Banks products

Undertakes brand communication initiatives for designated products

Communicates product positioning messaging that differentiates Banks products in the market

Market Research

Illustrates understanding of consumers, competition and current market conditions through primary and secondary research

Credit Appraisal

Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions

Documentation and Compliance

To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group

Preferred candidate profile

📌 Team Leader- Medium Enterprise - Corporate Banking- Lucknow
🏢 V-Konnect
📍 Lucknow