Financial Relationship Manager

1 week ago

Noida, Uttar Pradesh, India beBeeClient Full time ₹ 1,50,000 - ₹ 28,00,000
Job Description

The role involves acquisition of new relationships through the CRM and knowledge banking approach, engaging with colleagues in branch banking and MSME associations to meet clients daily. The key responsibility is to build asset and liability books by extending working capital facilities and term loans to MSME clients.

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Key Responsibilities:

  • Acquire new to bank MSME relationships through the CRM and knowledge banking approach.
  • Regularly engage with colleagues in branch banking and MSME associations office bearers to meet MSME clients daily.
  • Build asset book by extending working capital facilities and term loans to MSME clients.
  • Build liability book comprising current accounts, savings accounts, and fixed deposits by offering trade and transaction products like cash management services, trade, and treasury products.
  • Enhance book profitability and client stickiness by expanding share of wallet through cross-selling POS (merchant) machines, salary accounts, insurance (life and non-life), and wealth management products.
  • Collaborate with risk, operations, and service teams to ensure better turnaround time (TAT) for loan delivery and smooth client onboarding.
  • Meet targets for both bottom line and top line by constantly enhancing productivity.

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