Financial Solutions Specialist

4 days ago


Ellore, Andhra Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Business Banking Relationship Manager Role

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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