Job Requirements

Role/ Job Title: Relationship Manager – Domestic Financial Institution Group

Business Unit: Wholesale Banking

Job Purpose:

The purpose of the job is to support Relationship Managers in managing and growing portfolio of FI clients.

Roles & Responsibilities:

- Credit & Financial Analysis: Building financial models and evaluating credit risk.
- Deal Execution: Assisting in origination, structuring deal terms, and preparing formal credit proposals for approvals.
- Client Onboarding & Servicing: Managing day to day client requests, coordinating account openings, and overseeing KYC, AML, and regulatory compliance checks.
- Portfolio Monitoring: Tracking account performance, monitoring financial covenants, and conducting ongoing risk reviews of existing client segments.
- Business Support: Identifying cross-selling opportunities for treasury, cash management, trade finance, and hedging products.

Educational Qualification:

Graduate: Any graduation

Post Graduate: Any post graduation

Skilled Degree: CA/CFA

Experience: 5+ years of relevant work experience in handling domestic FIG

📌 Relationship Manager-Domestic FIG (Mumbai)
🏢 IDFC
📍 Mumbai