Corporate Banking Specialist
1 day ago
The Corporate Banking Specialist will be responsible for building and maintaining strong relationships with Corporate clients, providing tailored solutions to meet their financial needs. The role entails identifying new business opportunities and acquiring new customers while ensuring high service standards.
Key Responsibilities:
- Acquire new to bank Corporate clients by providing customized banking solutions
- Maintain complete customer profile including risk profile, demographics, and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS, etc.
- Deepen existing relationships by providing Corporate solutions like Trade & Forex, CMS & SME Loans
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Coordinate with Service Team to resolve any issue raised by the client
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Qualifications:
Optimal qualification for success on the job is:
- Graduate/Post-Graduate from a recognized institute
- Experience in Business Banking, Treasury, and Foreign exchange field is preferred
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines
- Good networking and relationship building skills
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