Relationship Manager - Education & Healthcare Segment - Banking

Position: Relationship Manager Education & Healthcare Segment

Location: Kolkata

Department: Business Banking / Institutional Sales

Job Summary:

We are seeking a proactive Relationship Manager to manage and grow banking relationships with clients in the education and healthcare sectors, such as schools, colleges, universities, hospitals, and clinics. The role involves client acquisition, cross-selling of banking products, and ensuring high service standards.

Key Responsibilities:

- Acquire and manage institutional clients in the education and healthcare space.

- Offer banking solutions including working capital, term loans, cash management, and digital services.

- Conduct financial analysis and prepare credit proposals.

- Ensure portfolio profitability and risk monitoring.

- Coordinate with internal teams (credit, operations, legal) for smooth transaction execution.

- Maintain strong client relationships and ensure high customer satisfaction.

- Stay updated on sector trends, regulations, and client needs.

Qualifications:

- Graduate/Postgraduate in Finance, Business, or related field.

- 5 years of experience in relationship management or institutional sales.

- Good understanding of banking products and institutional client requirements.

- Strong communication, networking, and analytical skills.