Relationship Banking Professional

7 days ago

Mohali, Punjab, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Overview

We are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for acquiring new asset relationships and managing a portfolio of business banking relationships.

Key Responsibilities

  • To achieve overall business targets on volumes and profitability for BBG customers.
  • To regularly interact with branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
  • Market scoping and identifying potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
  • RMs have to follow the laid down sales process which involves updation of regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
  • Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.
  • Increasing the IPH and CTG to ensure revenue maximization.
  • Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
  • Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities.
  • CAM Preparation & query resolution.
  • Customer negotiation on rates and other issues relating to charges.
  • Daily servicing of customer Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition / withdrawal issues, solvency certificates, trade & Fx transaction, etc.
  • To make sure high level of client satisfaction.
  • Coordinating with internal and external stakeholders.
  • Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD's
  • Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
  • Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment
  • E-Net, CMS and cross sell of other such products.
  • Ensuring Compliance and Health check of portfolio.
  • Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures. Management of stress and critical accounts.
  • Also ensuring completion of Housekeeping pendencies including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc.
  • Follow-up and regularization of TOD's
  • High value transaction reporting and tracking.

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