Commercial Banking Expert

3 days ago


Dombivli, Maharashtra, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 30,00,000
Business Banking Relationship Manager Role

As a Business Banking Relationship Manager, you will be responsible for delivering exceptional customer experiences and providing tailored financial solutions to meet the unique needs of business banking customers.

The ideal candidate will possess excellent relationship management skills, with the ability to build strong rapport with clients and drive business growth through strategic planning and execution.

Main Responsibilities:

  • Acquire new business banking customers by conducting thorough credit assessments and developing personalized financial solutions.

  • Manage client relationships, including liability, Forex, trade, and delinquency management, to ensure optimal portfolio performance.

  • Monitor accounts and identify opportunities for enhancement, retention, and portfolio hygiene to minimize open deferrals and covenants.

  • Foster collaborative relationships with branch banking teams to leverage cross-selling opportunities and optimize synergy.

  • Analyze market trends, competitor activity, and customer feedback to inform growth strategies and recommend process improvements.

  • Develop and implement sales plans, conceptualize promotions, and drive marketing initiatives to enhance service efficiency and quality across the branch network.

  • Stay up-to-date with financial statements, credit assessment, and title-security documents to provide expert advice to clients.

Requirements:

  • Candidates must hold a degree in any discipline.

  • A Chartered Accountant (CA) certification is preferred but not mandatory.

  • A minimum of 5-10 years of relevant branch banking experience is required.



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