Relationship manager - ca fresher

Role Summary:
We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹100 Cr to ₹500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products.
Key Responsibilities:
1. Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ₹100 Cr to ₹500 Cr. Identify opportunities through market intelligence, references, and industry networking.
2. Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
3. Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank’s credit policies.
4. Sanction Process ...