Relationship Manager

About Company

The company operates in the investment advisory and financial services industry, focusing on providing strategic capital solutions and portfolio management support to businesses and investors.

Job Description

Position Overview

We are seeking an experienced Relationship Manager with 6–8 years of proven expertise/experience in managing corporate relationships within the Micro, Small, and Medium Enterprises (MSME) segment. The ideal candidate will drive business growth through syndication and advisory services, ensuring long-term client engagement and profitability. The candidate must have established corporate clientele relationships across India, enabling nationwide coverage and business development.

Upto 6-year work-ex – Senior Manager

6–8-year work ex – Assistant Vice President

Key Responsibilities:

 Client Relationship Management

• Build and maintain strong relationships with MSME clients, understanding their financing and advisory needs.
• Act as the primary point of contact for clients, ensuring seamless service delivery.
• Provide strategic advisory services to clients on capital structuring, debt syndication, and financial planning.

Syndication & Advisory

• Origination of deals should be primarily for syndication by structuring, negotiating, and executing financing solutions in collaboration with financial institutions.

Business Development

• Acquire new MSME clients and expand existing business with existing relationships.
• Develop tailored solutions to meet client requirements, leveraging internal and external networks.

Market Intelligence

• Track industry trends, competitor activities, and regulatory changes impacting MSMEs.
• Provide insights to management for product innovation and strategy refinement.

Key Performance Indicators (KRAs)

• Volume and value of syndication deals closed.
• Revenue per deal generated from advisory services.
• Number of clients introduced
• Repeat business/ retainer cash flows ensured from client base
• Growth in MSME client base and relationship depth.
• Client satisfaction and retention metrics.

Qualifications & Experience

• MBA/CA/ CFA (or combination of them) or equivalent professional qualification.
• 6–8 years of experience in commercial/corporate/ MSME banking, syndication, or advisory roles, preferably with MSME exposure.
• Strong understanding and knowledge of debt markets – both RBI and SEBI regulated, structured finance, and MSME sector dynamics.
• Excellent negotiation, communication, and analytical skills.
• Proven track record of managing complex client relationships and closing high-value deals.

Mandatory Requirement

Primary Job Profile : Relationship Mgmt/ Business Dev

Technical Skills : Sales strategies, Deal Origination/ Sourcing

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