Business Banking Advisor

7 months ago

Gurugram Haryana, India RJ MORTGAGE & FINANCE PVT LTD Full time

**Position Summary**:
The Business Banking Advisor is responsible for providing financial solutions and advisory services to small and medium-sized business clients. This role involves understanding clients' business needs, offering tailored banking products and services, and ensuring a high level of client satisfaction. The advisor works closely with clients to help them achieve their financial goals and grow their businesses.

**Key Responsibilities**:

- **Client Relationship Management**:

- Develop and maintain strong relationships with business clients.
- Serve as the primary point of contact for clients’ banking needs.
- Conduct regular meetings with clients to review their financial status and provide advice.
- **Financial Advisory**:

- Analyze clients' financial statements and business plans.
- Offer insights and recommendations on financial products and services, including loans, credit lines, deposits, and treasury management solutions.
- Provide guidance on cash flow management, investment strategies, and risk management.
- **Sales and Business Development**:

- Identify and pursue new business opportunities within the local market.
- Develop and execute strategies to expand the client base and grow revenue.
- Work collaboratively with internal teams to cross-sell additional bank products and services.
- **Credit Analysis and Risk Assessment**:

- Evaluate clients' creditworthiness and prepare detailed credit proposals.
- Monitor and manage the risk profile of the portfolio.
- Ensure compliance with bank policies and regulatory requirements.
- **Market and Industry Knowledge**:

- Stay updated on market trends, industry developments, and competitive landscape.
- Provide clients with relevant market insights and economic updates.
- Participate in local networking events and industry conferences.
- **Client Education and Support**:

- Educate clients on digital banking platforms and self-service options.
- Assist clients with the implementation of banking solutions.
- Provide ongoing support and respond to client inquiries in a timely manner.

**Qualifications**:

- Bachelor's degree in Business, Finance, Economics, or related field.
- Minimum of 3-5 years of experience in business banking or financial advisory roles.
- Strong understanding of financial products, credit analysis, and risk management.
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to build and maintain client relationships.
- Familiarity with banking regulations and compliance standards.

**Skills and Competencies**:

- Customer-focused mindset with a commitment to delivering exceptional service.
- Strategic thinking and problem-solving abilities.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills.

**Work Environment**:
This position typically involves working in a professional office setting, with occasional travel to client locations. The role requires regular interaction with clients and internal stakeholders, necessitating effective communication and relationship-building skills.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹1,200,000.00 - ₹1,800,000.00 per year

**Benefits**:

- Health insurance
- Life insurance

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

**Experience**:

- total work: 4 years (preferred)

Work Location: In person

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