Description of the Role and Profile Requirement
Company: Private sector Bank
Role: RM – corporate banking
Job Purpose
The Corporate Banking Function manages Banking needs across the product spectrum for large 
corporate entities. The primary product lines include Assets, Liabilities as well as Fee or commissionbased products.
The role of a Relationship Manager is to build and manage rapport with corporate clients and map their 
requirement with Bank’s products and services so as to ensure optimum customer acquisition, retention 
and income generation by offering various products and services of the Bank, viz., Assets, Liability, 
Trade and Cash Management. 
Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6)
Business Development - Existing client 
relationship management
• Generate revenue from relationships by 
offering various products and services of the 
Bank
• Scoping of existing client base in portfolio in 
order to identify new opportunities for the Bank 
on a continuous basis
• Overall responsibility to maintain good 
relationship in order to become “first point of 
call” and also achieve the budgeted revenue 
from the portfolio
• Regular interactions / meetings with clients to 
identify potential opportunities for the Bank and 
offer suitable products and services
• Regular joint calling on Clients along with other 
Product and Service teams of the Bank to 
ensure Cross-Sell of products and ensure 
service delivery as well as create multiple 
touch points for the client to ensure continuity
• Joint calling along with Credit Team to identify 
new opportunities as well as potential stress 
indicators for the Bank and maintain overall 
health of the portfolio
• Periodic visits to plants and other off-site 
locations of the Corporates with dual purpose 
of business development and credit monitoring
Business Development - New client 
acquisition
• Identify and develop potential customers for the 
Bank
• Acquiring new relationships, including MNCs, 
by regular follow-up / meetings with target 
clients and offering them value-add to induce 
conversions
Product penetration & cross sell • Generate and identify new opportunities by 
understanding the client’s needs and cross-sell 
suitable products
Increase in wallet share • Increasing Bank’s share in existing products 
being used by the existing relationship by 
offering value additions and customizations
Internal processes and Coordination • Credit appraisal preparation for existing & new 
corporates, for getting the deals sanctioned
• Understanding and analyzing financial 
statements for deal structuring and credit 
decisioning
• Credit monitoring and maintenance for overall 
health of portfolio
• Coordination with various internal stakeholders 
to ensure service and product delivery to the 
Clients in a timely manner
• Responsible for housekeeping in terms of 
periodic internal memos and deferrals 
Knowledge Building and Market Intelligence • Remaining updated on regulations and internal 
guidelines concerning Corporate Banking 
business.
• Sharing of important information / market 
updates with peers which may impact deal 
structuring
• Ongoing interaction with Competition and being 
aware of market practices and competition 
offerings to Corporates in order to capture new 
/ emerging opportunities
• Taking initiatives beyond normal 
work/expectations to aid to the overall target for 
the team
• Generating ideas for increasing business by 
offering innovative solutions/products

Description of the Role and Profile RequirementCompany: Private sector BankRole: RM – corporate bankingJob PurposeThe Corporate Banking Function manages Banking needs across the product spectrum for large corporate entities. The primary product lines include Assets, Liabilities as well as Fee or commissionbased products.The role of a Relationship Manager is to build and manage rapport with corporate clients and map their requirement with Bank’s products and services so as to ensure optimum customer acquisition, retention and income generation by offering various products and services of the Bank, viz., Assets, Liability, Trade and Cash Management. Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6)Business Development - Existing client relationship management• Generate revenue from relationships by offering various products and services of the Bank• Scoping of existing client base in portfolio in order to identify new opportunities for the Bank on a continuous basis• Overall responsibility to maintain good relationship in order to become “first point of call” and also achieve the budgeted revenue from the portfolio• Regular interactions / meetings with clients to identify potential opportunities for the Bank and offer suitable products and services• Regular joint calling on Clients along with other Product and Service teams of the Bank to ensure Cross-Sell of products and ensure service delivery as well as create multiple touch points for the client to ensure continuity• Joint calling along with Credit Team to identify new opportunities as well as potential stress indicators for the Bank and maintain overall health of the portfolio• Periodic visits to plants and other off-site locations of the Corporates with dual purpose of business development and credit monitoringBusiness Development - New client acquisition• Identify and develop potential customers for the Bank• Acquiring new relationships, including MNCs, by regular follow-up / meetings with target clients and offering them value-add to induce conversionsProduct penetration & cross sell • Generate and identify new opportunities by understanding the client’s needs and cross-sell suitable productsIncrease in wallet share • Increasing Bank’s share in existing products being used by the existing relationship by offering value additions and customizationsInternal processes and Coordination • Credit appraisal preparation for existing & new corporates, for getting the deals sanctioned• Understanding and analyzing financial statements for deal structuring and credit decisioning• Credit monitoring and maintenance for overall health of portfolio• Coordination with various internal stakeholders to ensure service and product delivery to the Clients in a timely manner• Responsible for housekeeping in terms of periodic internal memos and deferrals Knowledge Building and Market Intelligence • Remaining updated on regulations and internal guidelines concerning Corporate Banking business.• Sharing of important information / market updates with peers which may impact deal structuring• Ongoing interaction with Competition and being aware of market practices and competition offerings to Corporates in order to capture new / emerging opportunities• Taking initiatives beyond normal work/expectations to aid to the overall target for the team• Generating ideas for increasing business by offering innovative solutions/products

3-8 years corporate banking experience in asset and liability products for large corporates.