Executive Relationship Manager

5 hours ago

Delhi NCR Delhi, India beBeeInstitutionalRelationshipManager Full time ₹ 6,00,000 - ₹ 12,00,000

We are seeking a Relationship Professional to acquire and nurture institutional clients such as trusts, associations, and government bodies. You will be responsible for initiating new business opportunities within your assigned region, acquiring Current Accounts & Saving Accounts (CASA) and Term Deposits, and managing the relationship value of existing customers.

Roles & Responsibilities:

  • Client Acquisition & Nurturing: Acquire and nurture institutional clients, including trusts, associations, clubs, societies, and government bodies.
  • Business Development: Initiate and follow up on new business opportunities within your assigned region.
  • Portfolio Management: Acquire CASA and Term Deposits, and manage the relationship value of existing TASC and Government Banking customers.
  • Proactive Solutions: Leverage our relationships with existing institutional accounts by developing and executing proactive banking solutions.
  • Customer Service & Advisory: Handle service requirements and manage investment portfolios of customers.
  • Sales Collaboration: Work closely with the Branch Banking team to develop sales and acquisition opportunities from this segment.
  • Target Achievement: Achieve assigned top-line and CASA numbers and values.

Required Skills and Qualifications:

  • Proven experience in acquiring and nurturing institutional clients.
  • Strong business development and relationship management skills.
  • Expertise in acquiring CASA and Term Deposits.
  • Ability to provide proactive banking solutions and manage customer investment portfolios.
  • Excellent collaboration and communication skills for working with internal teams.

Education:

  • Bachelor's or Master's degree in Business, Finance, or a related field.

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