POSITION DESCRIPTION DOCUMENT BASIC INFORMATION Position Title Relationship Manager (Origination – Corporate & NBFC) Designation Deputy Manager/Manager Function /Department Customer Acquisition Group (Retail) POSITION DETAILS To be filled up as per the requirement of the business / function Grade NA Reporting To Senior Manager Corporate/Territory Corporate Span Of Control (If Applicable) NA Base Location (City) Mumbai Country INDIA POSITION OBJECTIVE Plays crucial role in Create and manage relationships with various Corporates & NBFCs and will be responsible for Independent drive to secure business, accomplish business targets and work with multiple teams. DO - Key Responsibilities 1 Create and manage relationships with various Corporates & NBFCs. 2 Regularly meeting Corporates & NBFCs to take market updates and originating debt advisory / financing transactions. 3 Liaison with them for obtaining required financial data/information for preparation and submission of proposal with Banks/ Fis 4 Studying their information to structure a debt financing transaction 5 Effectively co-ordinate with third party agencies like Rating Agencies, Legal Counsel, Trustee etc. to ensure smooth closure of trade. 6 Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties. 7 Actively engage with and assist the Structuring and Distribution team in marketing the products to prospective investors. 8 Responsible for creating awareness about the company and amongst the banking and other investor community, as a market making activity. 9 Provide insights on market activity and present them to the leadership team. 10 Independent drive to secure business, accomplish business targets and work with multiple teams. 11 Analyze and present financial trends, competitor behavior, shareholder issues, and anything else that could impact the business DISPLAY QUALIFICA TION Basic Qualificatio n / Education / Vocational Training The candidate shall be a qualified MBA from a top tier business school or a CA/CFA. EXPERIENC E Minimum Experience 2-5 years of work experience in corporate banking/debt capital markets/structured finance. Specific / Relevant Experience Have managed relationships with various Corporates / NBFCs and have been instrumental in raising debt for them. COMPETECIE S Functional Skills and Capabilities  A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends.  A professional who is also entrepreneurial and has a client-minded focus.  Must be able to perform in a high-pressure environment and be able to meet ight deadlines.  Strong work ethics and excellent communication skills. JOB INTERACTIONS KEY INTERNAL INTERACTION WITH NATURE OF INTERACTION All Departments Personal, Virtual, Emails KEY EXTERNAL INTERACTION WITH NATURE OF INTERACTION Vendors/ Clients Personal, Virtual, Emails Validated by Satya Sahu Validated date 16/04/2024 Reviewed by Bhavin Jain Reviewed date Approved by Pramod Dubey Approved date