Relationship Manager

Role overview

This position focuses on managing and growing a portfolio of trade and high-value MSME clients, with responsibility for meeting their working-capital and trade-finance needs. The role also covers customer acquisition, portfolio development, revenue growth, and compliance-led transaction support.

Key responsibilities

• Acquire and manage trade customers and high-value MSME accounts that require working capital support.
• Address customer needs related to pre-shipment and post-shipment financing.
• Own the full customer journey, including acquisition, onboarding, portfolio handling, activation, and attrition management.
• Grow trade revenue by expanding wallet share across newly acquired and existing trade relationships.
• Bring in new trade customers as well as high-value liability customers.
• Support customer trade transactions and help ensure smooth straight-through processing.
• Cross-sell treasury products such as forwards and options to trade clients.
• Deliver cash management services to customers.
• Carry out due diligence on customers and transactions to meet AML and regulatory requirements for trade activity.
• Track and help reduce compliance pendency related to bills of entry and export bills.

Work style and expectations

• Operate with a self-motivated and proactive approach.
• Bring a positive mindset and willingness to take ownership of projects and assignments.
• Work in a solution-focused manner and collaborate effectively with others.
• Communicate clearly and build strong interpersonal relationships.