Jun 2024 – Present · 1 yr 9 mos · Gurugram, Haryana, India · On-site

• Working as a Corporate Relationship Manager responsible for managing large corporate loans, relationship management,financial analysis, business development and overseeing diverse portfolios
• Building and maintaining strong relationships with corporate clients to understand their business requirements and financial goals
• Design, propose, and deliver comprehensive banking solutions—including working capital financing, term loans, trade finance, treasury, and digital banking—tailored to client needs.
• Business Development & Revenue Growth
• Conduct detailed credit and financial assessments to support informed decision-making and risk mitigation.
• Ensure seamless onboarding, documentation, and post-disbursement servicing of clients.

Sep 2023 – Mar 2024 · 6 mos · Delhi, India · On-site

• Worked as an assistant relationship manager, supported senior RMs in client meetings and day to day work to strengthen relationships and enhance client satisfaction
• Preparing comprehensive Credit Appraisal Memorandums (CAMs) covering financial statement analysis, key ratio evaluation, cash flow projections, and credit risk assessment etc
• Evaluating ESG (Environmental, Social, and Governance) aspects of client operations to integrate sustainability considerations aligning with bank’s policies
• Coordinating end-to-end credit approval processes by liaising with credit, legal, compliance, and operations teams