See more Collapse

Cps Asset Rm

1 month ago


Ahmedabad, India DBS Bank Full time

**Job Title **Relationship Manager

**Department **SME, India

**Section/ Business Area **IBG 4

**Job Status **Permanent/ Full Time

**Job Purpose**
- To acquire and build a well diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank.
- Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank.

**Key Accountabilities**
- Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy
- Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc.
- Play an instrumental role in increasing the Profitability of the Branch.
- Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL.
- Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 -Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio.
- Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events.
- To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group audits

**Job Duties & Responsibilities**
- Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team.
- Cross Sell of Liability, Trade, Cash and Treasury Product actively.
- To achieve the individual Budgeted revenues through all product parameters
- Conduct Proper Due diligence while on-boarding New Asset Relationships.
- On board clients with a clear account plan highlighting the revenue potential, risks and mitigants.
- Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank.
- Constant Monitoring of the Portfolio and ensure Timely Renewals. Provide regular feedback to the credit and portfolio team about various developments in the client’s business. Work closely with the monitoring team for early warning signals and take appropriate actions as identified.
- Thorough monitoring of accounts sourced and keep track on customer’s business and report any early warning signals.
- Ensure Timely Renewals of Accounts.
- Ensure that the covenants and conditions prescribed by the credit team are consistently met.
- Adherence to strict KYC/AML requirements.
- MIS to be provided to the central team for further reporting, within the stipulated guidelines.
- Timely Completion of Learning Programs as assigned by DBS for time to time
- To comply with the Bank’s process & policies.
- To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA’s, Influencer’s and Industry association to be updated on the current market practice and local intelligence.
- To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval.

**Required Experience**
- Overall 3- 5 years of experience in sales.
- 2 years of sales experience in SME/Business Banking Lending.
- Proven sales track record in asset business in the SME/Business Banking segment.
- Knowledge of competitors and market place
- Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred.

**Primary Location**: India-Gujarat-Ahmedabad

**Job**: Relationship Management

**Schedule**: Regular

**Employee Status**:
Full-time
**Job Posting**: Apr 10, 2023, 5:41:16 AM


We have other current jobs related to this field that you can find below

  • Corporate Salary Rm

    2 weeks ago


    Ahmedabad, India Mintskill HR Solutions LLP Full time

    **Job Role**: - Managing set of existing mapped customers of Corporate Salary. - Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book. - One point contact for all service related requirements for the customers and corporate...

  • Corporate Salary Rm

    2 weeks ago


    Ahmedabad, Gujarat, India Mintskill HR Solutions LLP Full time

    Job Role: Managing set of existing mapped customers of Corporate Salary. Crossselling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book. One point contact for all service related requirements for the customers and corporate mapped. Increase in...

  • RM - Middle Market

    2 weeks ago


    Ahmedabad, Gujarat, India DBS Bank Full time

    RM - Middle Market-(WD55352) Position Title : Relationship Manager Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable...

  • RM - Middle Market

    2 weeks ago


    ahmedabad, India DBS Bank Full time

    RM - Middle Market-(WD55352) Position Title : Relationship Manager  Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an...

  • RM - Middle Market

    1 month ago


    Ahmedabad, India DBS Bank Full time

    RM - Middle Market-(WD55352) Position Title : Relationship Manager  Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an...

  • Avc:virtual Rm-nri

    4 weeks ago


    Ahmedabad, Gujarat, India Axis Bank Full time

    JD Format- Job Title- AVC:Virtual RM - NRI- Grade- AM/DM/MGR- Department- Axis Virtual Centre- No. of Positions- 1- Location- Axis Bank Mumbai : CO- No. of Direct Reports- NA- Job Description- Key Responsibility: - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them- Provide premium...


  • Ahmedabad, India Union Asset Management Full time

    Department - Institutional Sales - Job posted on - Aug 18, 2023 - Employment type - Full Time 1.Achieve Gross Sales and Net AUM in Low margin products as per the targets 2.Broad base the client base in Low Margin Products 3.Achievement of allocated Sales targets inclusive of High margin and Low margin products 4.Establish, develop and maintain business...


  • Navrangpura, Ahmedabad, Gujarat, India HDFC Bank Full time

    Department- Commercial Cards-Sales- Job posted on- Feb 08, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 1 year - 3 years**Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS (SBU13-3_19_100168) **Office Location**: Navrangpura Ahmedabad (Branch) **Position...

  • Area Head

    1 week ago


    ahmedabad, India Corphive Full time

    Manages a team of Wealth Relationship ManagersLeading, guiding and mentoring a team of Wealth Banking ManagersStrategic planning and implementation to achieve business goalsEnhancing engagement of High Net Worth Customers through joint calls with RMsEnsuring team focus and consistent delivery across all products as per defined vectors – Balance sheet,...


  • Ahmedabad, Gujarat, India CRUTZ LEELA Full time

    Kindly find below requirement for Relationship Manager. Description: - Channel Partner Relationship management - Frequently Call to Channel Partner for building relationship and Lead Generation - Educate Channel Partner regarding EFL Product & Policy - Convert Leads in to the business - Should have regular follow up with EFL Sales Team &...

  • Area Head

    1 week ago


    Ahmedabad, India Corphive Full time

    Manages a team of Wealth Relationship ManagersLeading, guiding and mentoring a team of Wealth Banking ManagersStrategic planning and implementation to achieve business goalsEnhancing engagement of High Net Worth Customers through joint calls with RMsEnsuring team focus and consistent delivery across all products as per defined vectors – Balance sheet,...

  • Area Head

    2 weeks ago


    Ahmedabad, India Corphive Full time

    Manages a team of Wealth Relationship ManagersLeading, guiding and mentoring a team of Wealth Banking ManagersStrategic planning and implementation to achieve business goalsEnhancing engagement of High Net Worth Customers through joint calls with RMsEnsuring team focus and consistent delivery across all products as per defined vectors – Balance sheet,...

  • Area Head

    1 week ago


    ahmedabad, India Corphive Full time

    Manages a team of Wealth Relationship Managers Leading, guiding and mentoring a team of Wealth Banking Managers Strategic planning and implementation to achieve business goals Enhancing engagement of High Net Worth Customers through joint calls with RMs Ensuring team focus and consistent delivery across all products as per defined vectors – Balance sheet,...

  • Sales Executive

    1 week ago


    Ahmedabad, Gujarat, India CRUTZ LEELA Full time

    Kindly find below requirement for Relationship Manager. Description: - Channel Partner Relationship management - Frequently Call to Channel Partner for building relationship and Lead Generation - Educate Channel Partner regarding EFL Product & Policy - Convert Leads in to the business - Should have regular follow up with EFL Sales Team &...

  • PCG - Elite RM

    3 weeks ago


    ahmedabad, India Kotak Mahindra Bank Full time

    1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the...

  • PCG - Elite RM

    1 month ago


    Ahmedabad, India Kotak Mahindra Bank Full time

    1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s...

  • Training Manager

    3 weeks ago


    Ahmedabad, India Tata AIA Life Insurance Full time

    A Position Overview:Position TitleManager_ Training IDFC (Partnership Distribution)Role Summary:To manage training & development objective of the IDFC First branches/cluster/CentersTo ensure optimal training coverage to realize desired sales & product mix objective.To plan training calendar and ensure training coverage as per planned calendar & training...

  • Business Banking

    2 weeks ago


    Ahmedabad, Gujarat, India SalesPropel Full time

    HDFC Bank Limited*:Full TimeAhmedabad, Nashik, Pune, Surat, Uttar PradeshPosted 3 hours agoJob PurposeAcquisition 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...

  • Branch Operations

    3 weeks ago


    Ahmedabad, India Skillventory Full time

    **Branch Operations - UBL For a leading NBFC**: - From 2 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Ahmedabador **Roles and Responsibilities** Disbursement Process Management: Ensuring updation of cases in LOS, generating sanction letter and - loan documents. Stamp paper management and stock keeping. Verification of executed docs. -...

  • Agm-mass Distribution

    4 weeks ago


    Ahmedabad, India Vodafone Idea Full time

    Job Req ID: 41269- Location: Ahmedabad, IN- Function: Sales and Distribution- About: - Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India’s leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing...