To strengthen customer relationships and drive portfolio growth through financial advisory, customer due diligence, needs assessment and solution-based recommendations. The role requires independent judgment in evaluating customer requirements, assessing business prospects and risks, ensuring regulatory compliance, and representing the Bank in interactions with customers and stakeholders while contributing to portfolio performance and business growth.

Responsibilities
Product Management
Liaising with Originators, Rating Agencies, Arrangers, Legal Counsels and Trustees among others, Ensuring that the transaction is in accordance with the RBI Guidelines and SEBI Guidelines.
Providing inputs on the transaction structure and internal credit memo.
Collecting proceeds from the originators and appropriating the same to the Pool account with the bank
Adherence to RBI Guidelines in such deals.
Regular analysis of servicer reports, ensuring timely and accurate pay-outs. - Monitoring the credit enhancement as stipulated by the rating agency.
Sending out monthly reports along with future cash flows factoring prepayments to the internal credit monitoring team.
Responding to any queries/clarifications sought by the Compliance/Risk/Audit teams in connection with the product.
Relationship management




To create excellent relationship with all stakeholders in the wholesale banking business
To coordinate with sales to achieve targets and ensure TAT or SLAs are met.
Ensuring approval and disbursement TAT are followed.
Location & site visits whenever required and evaluate the quality and adherence to the policy norms.
Customer Management
Network with various stakeholders internally and externally.
Meet both internal and external customer turnaround time.
Responsible for Audit queries and resolution thereof
Liaison with internal & external auditors, supervision of day-to-day operations for given portfolio, interaction with commercial branch managers etc.
Liaising with Legal & compliance, Risk control & clients to resolve various disbursement related issues.
Build relationship with FI’s for their liability business.
Setting up counterparty credit lines from and with other banks
Sourcing business from PSUs
Cross Sell of various products
Any other duties/ responsibilities, assigned by the Bank

Qualifications Experience: 6 to 10 years

Qualifications

Graduate (Any Specialization)

Post Graduate (MBA)

Certification (CA/ICWA)

📌 Relationship Manager Fig & Psu New Delhi (India)
🏢 CSB Bank
📍 India