
Corporate Banking Solutions Specialist
5 days ago
This role entails fostering corporate client relationships through continuous engagements and risk profiling.
The ideal candidate will be responsible for identifying potential customers and providing tailored solutions as per their requirements.
The key focus of this position is to expand the Asset under Management by managing and acquiring clients, working in a dynamic environment with cross-functional teams.
Key capabilities include designing, collaborating with multiple stakeholders, and providing investment products aligned to customer needs.
- Candidate Requirements
- Strong interpersonal skills to build and maintain high trust and long term relationship with clients
- Excellent verbal and communication skills for conveying complex concepts clearly
- Proven track record in sales, with the ability to meet and exceed targets.
- In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
- Strong analytical and problem-solving skills to address client needs and challenges.
Responsibilities
- Aquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards
- Maintain complete customer profile including the 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 the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and 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
-
Corporate Banking Specialist
3 days ago
Delhi, Delhi, India beBeeFinance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Corporate Banking ExpertThe ideal candidate will possess experience in dealing with public sector undertakings and private banks, along with strong relationships in arranging finance and operation.Key responsibilities include:Project financing, working capital sanction, commercial models, proposals, and legal documentation regarding the financing...
-
Corporate Salary in a Leading Bank
2 days ago
New Delhi, India Dreams Solution Full timeFrom 5 to 10 year(s) of experience ₹ 7,00,000 - 16,00,000 P.A. - New Delhi, Gurgaon/Gurugram, Mumbai (All Areas)**CSRM (Corporate Salary Relationship Manager)** - To generate new corporate relationship - To conduct regular activities in corporates /ATMs for lead generation - To generate cross sales of various liability/asset products - Acquiring new...
-
Arm Corporate Banking
1 day ago
New Delhi, India Skillventory Full time**ARM Corporate Banking**: - From 1 to 3 year(s) of experience - ₹ Not Disclosed by Recruiter - New Delhior **Roles and Responsibilities** - Assist RM to grow revenues, build asset book, contingents, and liabilities, and expansion of client base - Support in coverage of clients with revenues in excess of Rs.2000 Crs - Credit analysis, risk...
-
Corporate Banking Business Development Manager
14 hours ago
Delhi, Delhi, India beBeeRelationship Full time ₹ 18,00,000 - ₹ 28,00,000Job Title:We are seeking a seasoned Banking Relationship Manager to join our team.About the Role:You will be responsible for managing corporate relationships, growing new business and enhancing existing portfolios.Cross-selling Trade, Forex and CMS solutions to increase revenue.Key Responsibilities:Manage and grow existing portfolios by increasing limits,...
-
AVP – Investment Banking Specialist
3 days ago
Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,10,00,000Investment Banking SpecialistWe are seeking a highly skilled Investment Banking Specialist to join our team. This is an exceptional opportunity for a talented individual to drive success in M&A, fundraising, and corporate finance.As an Investment Banking Specialist, you will be responsible for leading end-to-end transaction management, including due...
-
Corporate Insurance Solutions Specialist
21 hours ago
Delhi, Delhi, India beBeeInsurance Full time ₹ 60,00,000 - ₹ 1,20,00,000Drive Business Growth in Employee BenefitsWe are seeking a seasoned Corporate Sales specialist to join our team. In this pivotal role, you will drive business growth in the Employee Benefits practice by engaging with corporate clients and offering tailored insurance solutions.Key Responsibilities:Critical Client Relationship Management: Build and maintain...
-
Solution Architect- Digital Banking
1 day ago
Delhi, India NEC Opportunities Full timeShould have client-facing experience and need to work closely with the offshore development team, Senior Management, multiple onsite teams and stakeholders. - Should be able to work on projects independently and has an ability to understand and solve business problems - Experience/ ability to understand working with multiple systems & multiple stakeholders -...
-
Financial Solutions Specialist
24 hours ago
Delhi NCR, Ahmedabad, Pune, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000**Job Title:** Financial Solutions SpecialistAbout the Role:The successful candidate will be responsible for acquiring new MSME relationships through a combination of CRM and Knowledge Banking approaches. This includes regularly engaging with colleagues in Branch Banking and MSME Associations to meet MSME clients on a daily basis.Key Responsibilities:
-
Service Officer
5 days ago
Gurugram, Haryana, India Kotak Mahindra Full timeJob Role: - Responsible for servicing corporates having salary relationship with the bank - Ensuring smooth salary requests of corporates are processed. - Processing customers request for account maintenance - Getting customers to become digitally active. Conduct Parichay desk in corporate and meet customers/KDMs Responsible for sharing account opening...
-
Retail Banking Portfolio Manager
19 hours ago
Gurgaon / Gurugram, Delhi NCR, Delhi, India beBeeCustomer Full time ₹ 8,00,000 - ₹ 12,00,000Key Customer Relationship Specialist">Our organization seeks a Key Customer Relationship Specialist to lead and grow the retail customer portfolio. This role involves deepening customer relationships, expanding banking offerings, and delivering tailored financial solutions.Key Responsibilities:Manage a portfolio of retail banking customers (liabilities and...