CareerPlan

Analyst, Channel Relationship Manager ( Portfolio ), Small Medium Enterprises

Pune-DBIL, INFull-time2026-10-28 → 2026-11-10
Based in India

Core

Acquire new-to-bank SME customers and nurture existing portfolio clients to scale liabilities business (operating accounts, term deposits, transaction banking products).

Role type

Senior IC relationship manager (SME liabilities)

Builds

Liabilities business for SME clients

Domain

Corporate Banking / SME Financial Services

Deliverable

product features

Required skills

sales process expertise, portfolio management, liabilities selling, cash management, trade finance, foreign exchange, market knowledge (Mid-market/SME), AML risk, KYC, regulatory guidelines (MAS/RBI)

Preferred skills

post graduate degree, banking/NBFC sales experience, MS Office proficiency

Responsibilities

Drive liabilities sales through NTB acquisition, recommend banking solutions based on customer needs, maintain network offerings knowledge, establish client rapport and trust, collaborate with internal teams (Product, Operations, Finance, Legal)