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Relationship Manager- Business Banking Working Capital

3 months ago

Delhi, India Riverforest Connections Private Limited Full time
Job Purpose :

Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.Business Development1. To achieve overall business targets on volumes and profitability for BBG customers.2. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.3. Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.4. RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.

Customer relationship management1. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.2. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities3. CAM Preparation & query resolution4. Customer negotiation on rates and other issues relating to charges.Coordinating with internal and external stakeholders1. Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD's2. Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.3. Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment4. E-Net, CMS and cross sell of other such products.

Experience Required· Minimum 2-3 years of experience in Working Capital Sales and Service portfolio in a Private SectorBank