Fidelity International

1 week ago


Chennai, India FIL India Business and Research Services Private Full time

Senior Relationship Manager | Current AC & TFX (AVP) Identify and acquire new corporate clients for Current Accounts, Trade, and Forex business.- Drive acquisition of high-value Current Account customers through sales and referrals.- Generate revenue through FX, Trade Finance, Treasury, and other transaction banking products.- Work closely with product and credit teams to structure solutions tailored to client requirements.- Manage and grow existing client relationships ensuring high levels of client satisfaction.- Conduct regular client visits to review business needs, account performance, and identify cross-sell opportunities.- Ensure wallet share enhancement through sale of CMS, POS, Payment Gateway, Treasury, and Lending products.- Serve as a single point of contact for client servicing and issue resolution.- Achieve assigned business volumes, revenue, and profitability targets for Current Account and TFX business.- Monitor account activity to ensure compliance, profitability, and adherence to KYC / AML norms.- Regularly review portfolio for credit health and transaction behavior.- Ensure activation and utilization of trade and forex limits.- Partner with internal stakeholders Trade, Treasury, CMS, Credit, and Lending teams for product delivery and deal closures.- Cross-sell term loans, working capital, insurance, and investment products.- Drive digital channel adoption among clients (Net Banking, CMS, APIs, etc.- Ensure all documentation, onboarding, and transactions comply with bank policies and RBI regulations.- Monitor customer activities to identify any red flags related to compliance or operational risk. (ref:iimjobs.com)



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