Relationship Manager
3 days ago
- Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc
- Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Coordinate with Service Team to resolve any issue raised by the client
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Qualifications:
Optimal qualification for success on the job is:
- Graduate/ Post-Graduate from a recognized institute
- Experience in Business Banking, Treasury and Foreign exchange field is preferred
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines
- Good networking and relationship building skills
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