Relationship Manager
4 days ago
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 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 IBG 3 relationships To achieve the individual Budgeted revenues through all product parameters and increase PPC (Product Per Customer) Build a diversified portfolio offering revenues from asset, trade, cash, treasury, fees, liabilities, etc. Asset opportunities to be sourced aligned to the bank’s lending norms Maintain high level of quality and consistency while proposing various facilities for the customer. Maintain nil delinquency in the accounts sourced. Cross sell of trade, cash management and foreign exchange related facilities. Build a diversified portfolio and reduce concentration risk in the portfolio. 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. Help the branch in building liabilities book through these new to bank relationships. Implement & execute IBG 3 business strategy to increase market share & to achieve targets consistent with IBG3 revenue, ROE & Cost / Income ratio targets. Regular Tracking of progress on the agreed key metrics towards delivering on the strategy. Track developments in the respective markets and provide feedback to the Branch Manager and the central team. To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group audits.Job Duties & Responsibilities
Source New to Bank customers and build the IBG 3 by selling asset, trade, cash management and forex etc. to the customers. 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. Thorough monitoring of accounts sourced. Keep track on customer’s business and report any early warning signals. 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.Experience
Overall 5-7 years of experience in sales. 3 - 4 years of sales experience in Mid-market lending. Proven sales track record in asset business in the Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the Mid-market segment, with reference to customer preferences and requirement is preferred.Education / Preferred Qualifications
An MBA or CA with 5-7 years of experience in banking and specifically in selling asset products in the Business Banking segment.Core Competencies
Good written and verbal communication skills Good Analytical skills. Self-driven and highly ambitious Results-orientated & the ability to handle pressure Relationship building & management skills Understanding of competitive positioning Comfortable with tight deadlinesTechnical Competencies
Sound understanding of asset products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking policies issued by MAS/ RBI/SEBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical Knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clientsWork Relationship
Close interaction with Branch managers / Central team and other stakeholders to ensure consistent on boarding of good quality customers and thereby delivery of sales targets. Close interaction with various stakeholders to ensure consistent and reliable service delivery to the customer.-
Relationship Manager
6 months ago
ahmedabad, India Matrimony.com Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...
-
Relationship Manager
6 months ago
Ahmedabad, India Matrimony.com Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
-
Relationship Manager
4 days ago
ahmedabad, India Matrimony.com Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
-
Relationship Manager
4 weeks ago
Ahmedabad, India Promore Fintech Full timeCompany DescriptionPromore Fintech, located in Ahmedabad, caters to all financial needs related to investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. The company provides comprehensive financial services to meet diverse needs and goals.Role DescriptionThis is a full-time on-site role for a Relationship Manager...
-
Relationship Manager
4 weeks ago
Ahmedabad, India Promore Fintech Full timeCompany DescriptionPromore Fintech, located in Ahmedabad, caters to all financial needs related to investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. The company provides comprehensive financial services to meet diverse needs and goals.Role DescriptionThis is a full-time on-site role for a Relationship Manager...
-
Relationship Manager
4 months ago
ahmedabad, India MyCityAhmedabad Full timeQualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.
-
Relationship Manager
4 days ago
ahmedabad, India MyCityAhmedabad Full timeQualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.
-
Relationship Manager
1 week ago
Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full timePosition Overview: We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...
-
Relationship Manager
2 weeks ago
Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full timePosition Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...
-
Relationship Manager
4 days ago
ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full timePosition Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...
-
Relationship Manager
1 week ago
Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full timePosition Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...
-
Relationship Manager
5 days ago
Ahmedabad, India Mspire Ventures Private Limited Full timeJob Summary: The Relationship Manager is responsible for building and maintaining strong relationships with clients ensuring excellent customer service and achieving sales targets. This role involves understanding client needs offering tailored financial solutions and acting as a primary point of contact between the bank and its clients. Key...
-
Relationship Manager
3 months ago
Ahmedabad, India Kataria Automobiles Full timeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image.ResponsibilitiesUnderstand customer needs and develop plans to address them.Identify key staff in client companies to cultivate profitable...
-
Relationship Manager
4 days ago
Ahmedabad, India Pranam Recruiters Full timeJob Title (designation): Relationship ManagerJob Location: Prahlad Nagar Ahmedabad Mumbai Andheri (West )No of days working: 5.5 1st and 3rd Saturday workingNo of hours working: Morning 10:00 am to 7:00pm.No of years of relevant experience required: Min 2 YearsCTC range: Depending upon performance in the interview.Education Qualification: MBA in...
-
Relationship Manager
3 days ago
ahmedabad, India Pranam Recruiters Full timeJob Title (designation):Relationship ManagerJob Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)No of days working: 5.5 1st and3rd Saturday workingNo of hoursworking: Morning 10:00 am to7:00pm.No of years of relevantexperience required: Min 2YearsCTCrange: Depending upon performance in theinterview.EducationQualification: MBA inFinanceIndustry:...
-
Relationship Manager
6 days ago
Ahmedabad, India Pranam Recruiters Full timeJob Title (designation):Relationship ManagerJob Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)No of days working: 5.5 1st and3rd Saturday workingNo of hoursworking: Morning 10:00 am to7:00pm.No of years of relevantexperience required: Min 2YearsCTCrange: Depending upon performance in theinterview.EducationQualification: MBA inFinanceIndustry:...
-
Relationship Manager
4 days ago
ahmedabad, India Pranam Recruiters Full timeJob Title (designation):Relationship ManagerJob Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)No of days working: 5.5 1st and3rd Saturday workingNo of hoursworking: Morning 10:00 am to7:00pm.No of years of relevantexperience required: Min 2YearsCTCrange: Depending upon performance in theinterview.EducationQualification: MBA inFinanceIndustry:...
-
Relationship Manager
3 days ago
ahmedabad, India Mspire Ventures Private Limited Full timeJob Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...
-
Relationship Manager
2 months ago
Ahmedabad, India Mspire Ventures Private Limited Full timeJob Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...
-
Relationship Manager
4 days ago
ahmedabad, India Mspire Ventures Private Limited Full timeJob Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...
