Relationship Manager - CA

Role & responsibilities

• Support coverage of New Economy clients including digital-first companies, SaaS, D2C, consumer tech, IT/ITES, GCCs, startups, mature new-age corporates, PE/VC/AIF funds, and GIFT City entities.
• Assist in client mapping, prospect profiling, market intelligence gathering, preparation of client briefs, pitch decks, and account plans.
• Support acquisition of new clients and onboarding activities including KYC documentation, account opening processes, and coordination with compliance, operations, and legal teams.
• Monitor onboarding milestones and ensure timely account activation while maintaining client documentation and MIS records.
• Assist in growing CASA balances, term deposits, escrow balances, and transaction banking revenues within the assigned portfolio.
• Support the structuring and preparation of proposals for Cash Management Services (CMS), Trade Finance, Foreign Exchange, Supply Chain Finance, API-led banking solutions, and Working Capital products.
• Conduct financial statement analysis, cash flow assessments, business model evaluations, and sector analysis with a focus on New Economy businesses.
• Assist in preparation of credit notes, approval memorandums, limit monitoring reports, renewal proposals, and covenant tracking.
• Coordinate with product, implementation, risk, operations, and service teams to ensure timely execution of transactions and seamless client servicing.
• Support resolution of client queries and service requests while maintaining high standards of customer satisfaction.
• Ensure adherence to internal policies, KYC/AML guidelines, regulatory requirements, and governance standards.
• Support audit, regulatory, compliance, and internal review processes as required.
• Develop a strong understanding of New Economy sectors and contribute towards portfolio growth, revenue generation, and deepening client relationships.
• Ability to work in a fast-paced environment, coordinate with multiple stakeholders, and support business growth initiatives effectively.