Corporate Financial Solutions Expert

2 weeks ago

Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

Job Title:

Business Banking Relationship Manager

The role of a Business Banking Relationship Manager involves providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience. This includes acquiring new customers, managing client relationships, and collaborating with product and operations teams to drive effective customer acquisition, servicing, and deepening.

Key Responsibilities:

  • Acquire new customers for business banking with a detailed understanding of credit assessment
  • Manage liability, Forex, trade, and client relationships with an analytical mindset
  • Develop a superior working relationship with branch banking for cross-leveraging & synergy optimization
  • Evaluate growth strategies based on competitor analysis and customer feedback
  • Recommend process changes to improve service efficiency and quality across the branch network
  • Demonstrate sales planning and conceptualizing promotions and marketing initiatives
  • Understand financial statements, credit assessment, and title-security documents

Requirements:

  • Graduation in any discipline
  • Professional qualification: Chartered Accountant (CA) preferred
  • 5-10 years of relevant branch banking experience

Skills and Qualities:

  • Excellent communication and relationship-building skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Results-driven with a focus on customer satisfaction

Working Relationships:

  • Branch banking
  • Product and operations teams
  • Customers and stakeholders

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