Customer Relationship Manager
1 month ago
Job Role and Responsibilities:
- Seek and acquire new client relationships by understanding the customers financial needs(working capital) and provide suitable solutions in terms of providing bank/NBFCs products and services
- Manage the client relationships by handling activities ranging from identifying clients financial needs, advising and structuring the deal
- Liaison between Bank and client so as to ensure that disbursement happens
- Create new promoters relationships with SMEs to originate business
Deliverables:
- Source 5 clients and ensure that these are disbursed in a month
- Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance
Product/Customer Handled:
- Working capital, Term loan, Project finance
- SME clients/Corporate Agri clients
- Wealth management/Insurance/CASA where the candidate has exposure to MSME/corporate clients
Skills and Competencies:
- Ability to negotiate deals, with the ability to interact with people at various levels of the organization and outside environment
- Strong sales and relationship management skills
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