Business Banking Relationship Strategist

2 days ago

Salem, Tamil Nadu, India beBeeRelationship Full time ₹ 12,17,449 - ₹ 24,34,897
Job Overview

The primary objective of this role is to provide bespoke financial solutions that cater to the diverse needs of business banking customers. This entails establishing a rapport with clients and delivering unparalleled relationship management to elevate their experience.

Responsibilities:
  • Acquire new clients for business banking by leveraging credit assessment expertise.
  • Maintain proficiency in areas such as liability, Forex, trade, client relationships, delinquency management, and analytical thinking.
  • Effectively manage portfolios through continuous monitoring of accounts and renewals, focusing on enhancement, retention, and maintaining portfolio hygiene while minimizing open deferrals and covenants.
  • Develop strategic partnerships with branch banking teams to foster cross-leveraging and synergy optimization, ensuring seamless collaboration within the bank's ecosystem.
  • Evaluate growth strategies based on competitor analysis and feedback from various channels and customers.
  • Recommend process improvements to enhance service efficiency and quality across the branch network.
  • Demonstrate sales planning capabilities and conceptualize promotional initiatives.
Requirements:
  • Education: Any Discipline
  • Professional Qualification: Chartered Accountant (CA) Preferred
  • Experience: 5-10 years of relevant branch banking experience

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