
Financial Solutions Specialist
4 days ago
The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their trusted banking partner.
Key Responsibilities:
- Identify and acquire new business banking customers with a detailed understanding of credit assessment.
- Manage liability, Forex, trade, and client relationships, delinquency management, relationship management, and analytical mindset.
- Monitor accounts and renewals, enhancement, retention, and ensure portfolio hygiene with minimal open deferral and covenants.
- Develop strategic partnerships with branch banking for cross-leveraging & synergy optimization.
- Evaluate growth strategy based on competitor analysis and feedback from different channels and customers.
- Recommend process improvements to enhance service efficiency and quality across the branch network.
- Demonstrate ability in sales planning and conceptualizing promotions and marketing initiatives.
Requirements:
- Graduation: Any Discipline
- Professional Qualification: Preferred Chartered Accountant (CA)
Experience:
5-10 years of relevant branch banking experience
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