Relationship Manager - SME Banking
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Sunil Sandeep & Co; Chartered Accountants, is a Boutique Consulting Firm based in Ahmedabad offering value-added services for more than two decades. We work with growing SMEs / Startups and support in the following areas:
Finance & Fund Raising
New Project Funding (Greenfield) - Working Capital finance (fund / non-fund limits) - Structured Funding - Forex Funding - Growth stage equity funding
CFO Services
How to be Investor Ready? - Preparing Business Plans - Operational & Financial MIS Financial Review - Costing & Budgeting - Process Review & SOPs - Internal Control & Risk Management - Inventory Control - ERP Support - Investor Information - Management & Board reporting - Commercial Negotiation - Supporting F&A function - M&A Support - Transaction Advisory services
Transaction Advisory
Raising Private Equity - Due Diligence Support - Shareholders / Critical Agreements
To support the syndication and fund raising activity of the firm; we are looking for a candidate having worked in a Top Private Bank in SME / Business Banking as Relationship Manager; having 7-10 years of experience in Banking Industry. He should possess:
· Good Understanding of SME Business across Industries in and around Ahmedabad
· Evaluate a customer and can assess his funding requirement
· Can process the Finance proposal from Rs 750 lacs to Rs 5000 lacs
· Strong communication and negotiation skills
· Banking knowledge: Fund -Non fund / Term loans / Export Import / Forex / Structured limits / compliances
· General understanding on Commercial and Legal matters
· Can support in Valuation, Title of Properties and other legal matters
· Capability to achieve Target
· Basic understanding of Accounting, GST and Income Tax laws
· Ability to work on advanced Excel tools
· Ethical person with strong values and solution oriented approach
Desired Candidate Profile
· Build New relationships in SME segment (funding above Rs 7.5 Cr)
· To play active role in debt funding of SMEs
· Minimum 7-10 years of experience of working in SME / Business Banking as Relationship Manager
· To support in preparing CMA & Project report & documentation required for approval of limits
· To liaise /with the client for required documents for sanction of limits and resolving periodic issues
· To build relationship for current and future business
· To play supportive role in our CFO function
. Knowledge of above task
Preference for candidate, working in HDFC Bank, ICICI Bank, Axis Bank; reputed Private Bank as Relationship Manager in SME / Business Banking
List of Few industry segment wherein we have raised funding :
Food Industry- Steel and Metal Industry- Engineering Industry- Telecom & Technology sector- Food Colour and Chemicals- Textile & Technical Textile - Industrial Valve Manufacturers- Infrastructure sector - Motor Body Builders- Composite Industry - Branded Garments- Capital goods manufacturer
Skills Required
• Strong communication skills and Solution-oriented approach
• Networking and people skills
• Result oriented approach
Qualification - MBA or CA (Inter) or equivalent with above experience
Age : below 35 years
Position : based at Ahmedabad
Website : www.sunilsandeep.in
Finance & Fund Raising
New Project Funding (Greenfield) - Working Capital finance (fund / non-fund limits) - Structured Funding - Forex Funding - Growth stage equity funding
CFO Services
How to be Investor Ready? - Preparing Business Plans - Operational & Financial MIS Financial Review - Costing & Budgeting - Process Review & SOPs - Internal Control & Risk Management - Inventory Control - ERP Support - Investor Information - Management & Board reporting - Commercial Negotiation - Supporting F&A function - M&A Support - Transaction Advisory services
Transaction Advisory
Raising Private Equity - Due Diligence Support - Shareholders / Critical Agreements
To support the syndication and fund raising activity of the firm; we are looking for a candidate having worked in a Top Private Bank in SME / Business Banking as Relationship Manager; having 7-10 years of experience in Banking Industry. He should possess:
· Good Understanding of SME Business across Industries in and around Ahmedabad
· Evaluate a customer and can assess his funding requirement
· Can process the Finance proposal from Rs 750 lacs to Rs 5000 lacs
· Strong communication and negotiation skills
· Banking knowledge: Fund -Non fund / Term loans / Export Import / Forex / Structured limits / compliances
· General understanding on Commercial and Legal matters
· Can support in Valuation, Title of Properties and other legal matters
· Capability to achieve Target
· Basic understanding of Accounting, GST and Income Tax laws
· Ability to work on advanced Excel tools
· Ethical person with strong values and solution oriented approach
Desired Candidate Profile
· Build New relationships in SME segment (funding above Rs 7.5 Cr)
· To play active role in debt funding of SMEs
· Minimum 7-10 years of experience of working in SME / Business Banking as Relationship Manager
· To support in preparing CMA & Project report & documentation required for approval of limits
· To liaise /with the client for required documents for sanction of limits and resolving periodic issues
· To build relationship for current and future business
· To play supportive role in our CFO function
. Knowledge of above task
Preference for candidate, working in HDFC Bank, ICICI Bank, Axis Bank; reputed Private Bank as Relationship Manager in SME / Business Banking
List of Few industry segment wherein we have raised funding :
Food Industry- Steel and Metal Industry- Engineering Industry- Telecom & Technology sector- Food Colour and Chemicals- Textile & Technical Textile - Industrial Valve Manufacturers- Infrastructure sector - Motor Body Builders- Composite Industry - Branded Garments- Capital goods manufacturer
Skills Required
• Strong communication skills and Solution-oriented approach
• Networking and people skills
• Result oriented approach
Qualification - MBA or CA (Inter) or equivalent with above experience
Age : below 35 years
Position : based at Ahmedabad
Website : www.sunilsandeep.in
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