Relationship Manager
2 weeks ago
Job description
Relationship manager ( Working capital)
Core Responsibilities
Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking
approach.
Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall
help in meeting Min. 2 MSME Clients on daily basis.
Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients
Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering
various Trade and Transaction products like Cash Management Services, Trade and Treasury
Products.
Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand
share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts
for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products
Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans
Responsibilities
Defines performance goals at the start of the year in discussion with the reporting manager and
ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his/her own learning agenda by identifying development needs in consultation
with the reporting manager and working towards bridging the gaps through various means which
go beyond just training.
Understands the competencies relevant to his/her role, and works towards displaying as well as
developing these effectively.
Keeps abreast of relevant professional/industry developments, new techniques and current issues
through continued education and professional networks.
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