Accounts Payable/Receivable Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-28
Listing for:
Capital
Full Time
position Listed on 2026-09-28
Job specializations:
-
Finance & Banking
Financial Sales, Portfolio & Asset Management, Loan Officer / Lending
Job Description & How to Apply Below
As a Relationship Manager – Investment & Loan Banking at BT – Capital
, you are responsible for building and managing strong client relationships while driving growth in loan portfolios and investment accounts. This role focuses on client acquisition, financial advisory, deal structuring, and maintaining long-term partnerships.
You will serve as a trusted advisor, helping clients access suitable financing solutions and investment opportunities while ensuring compliance with institutional policies and regulatory standards.
Job Responsibilities- Identify, approach, and onboard new clients for loan and investment products.
- Conduct client meetings (physical and virtual) to understand funding and investment needs.
- Structure and present customized loan and investment solutions.
- Achieve individual monthly and quarterly portfolio growth targets.
- Maintain and grow a strong client portfolio through relationship management and follow-ups.
- Cross-sell relevant financial products to existing clients.
- Coordinate with Credit and Operations teams to ensure smooth loan processing and disbursement.
- Monitor loan performance and ensure timely repayments.
- Provide financial advisory support to clients on investment opportunities.
- Ensure full compliance with internal policies, risk management guidelines, and regulatory requirements.
- Prepare periodic reports on client activity, pipeline deals, and portfolio performance.
- Bachelor’s degree in Finance, Banking, Economics, Business Administration, Marketing, or related field.
- Minimum of 1–3 years’ experience in banking, financial institutions, investment firms, or loan marketing.
- Experience in client relationship management, credit structuring, or portfolio management will be an added advantage.
- Strong communication and negotiation skills.
- Ability to manage high-value clients professionally.
- Target-driven with strong sales orientation.
- Good understanding of loan structuring and investment products.
- Ability to work under pressure and meet deadlines.
- Strong interpersonal and presentation skills.
- Competitive salary package.
- Attractive performance-based commission and bonuses.
- Festival Bonus (as per company policy).
- Career growth opportunities within the institution.
Note In addition, DRC doesn’t charge any fee for any of its recruitment processes & believes in equal opportunity in employment regardless.
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