( Deputy / Senior) Relationship Manager (Non-Bank FI)
Core
Develop and serve a portfolio of non-bank Financial Institution accounts (Insurance, Principal Investment, Sovereign) by prospecting clients and offering banking services.
Role type
Senior IC Relationship Manager (Non-Bank FI)
Builds
Banking services and credit proposals for non-bank FI clients
Domain
Corporate Banking / Financial Institutions
Required skills
Financial analysis, Credit analysis, Corporate banking products knowledge, Treasury products knowledge, KYC processes, MS Office proficiency
Preferred skills
CFA qualification, CPA qualification, Experience in Non-Bank FI relationship management
Technologies
MS Office
Responsibilities
Develop and serve a portfolio of accounts in the non-banking segment of Financial Institutions, Prospect potential clients and offer suitable banking services, Assist in KYC and client on-boarding process, Prepare credit proposals in accordance with delegated authority, Prepare various reports for management review
Seniority
Senior, hands-on IC