AVP, RM, Middle Market

1 month ago

Hyderabad, India DBS Bank Full time
AVP, RM, Middle Market (RG0098)-(WD54970)

Position Title : Relationship Manager – IBG3

Department : IBG3

To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank.

Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. 

Key Accountabilities

Source New to Bank IBG 3 relationships (100-1000Cr INR turnover range/Mid-Market Segment) To achieve the individual Budgeted revenues through all product parameters and increase PPC (Product Per Customer) to a minimum of 3. Build a diversified portfolio offering revenues from asset, trade, cash, treasury, fees, liabilities, etc. Asset opportunities to be sourced aligned to the bank’s lending norms Maintain high level of quality and consistency while proposing various facilities for the customer.  Maintain nil delinquency in the accounts sourced. Cross sell of trade, cash management and foreign exchange related facilities. Build a diversified portfolio and reduce concentration risk in the portfolio. Regular feedback to the credit and portfolio team about various developments in the client’s business. Work closely with the monitoring team for early warning signals and take appropriate actions as identified. Help the branch in building liabilities book through these new to bank relationships. Implement & execute IBG 3 business strategy to increase market share & to achieve targets consistent with IBG3 revenue, ROE & Cost / Income ratio targets. Regular Tracking of progress on the agreed key metrics towards delivering on the strategy. Track developments in the respective markets and provide feedback to the Branch Manager and the central team. To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group audits.

Job Duties & Responsibilities

Source New to Bank customers and build the IBG 3 by selling asset, trade, cash management and forex etc. to the customers. On board clients with a clear account plan highlighting the revenue potential , risks and mitigants. Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank. Thorough monitoring of accounts sourced. Keep track on customer’s business and report any early warning signals. Ensure that the covenants and conditions prescribed by the credit team are consistently met. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines.

Experience

Overall 5-7 years of experience in sales. 3 - 4 years of sales experience in Mid-market lending. Proven sales track record in asset business in the Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the Mid-market segment, with reference to customer preferences and requirement is preferred.

Education / Preferred Qualifications

An MBA or CA with 5-7 years of experience in banking and specifically in selling asset products in the Business Banking segment.

Core Competencies

Good written and verbal communication skills Good Analytical skills. Self-driven and highly ambitious Results-orientated & the ability to handle pressure Relationship building & management skills Understanding of competitive positioning Comfortable with tight deadlines

Technical Competencies

Sound understanding of asset products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking policies issued by MAS/ RBI/SEBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical Knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clients

Work Relationship

Close interaction with Branch managers / Central team and other stakeholders to ensure consistent on boarding of good quality customers and thereby delivery of sales targets. Close interaction with various stakeholders to ensure consistent and reliable service delivery to the customer.

  • AVP, RM, Middle Market

    1 month ago

    hyderabad, India DBS Bank Full time

    AVP, RM, Middle Market (RG0098)-(WD54970) Position Title : Relationship Manager – IBG3 Department : IBG3 To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an...

  • Middle Office

    2 weeks ago

    Hyderabad, Telangana, India State Street Full time

    Who we are looking for:Responsible for reviewing, analyzing, and approving client's reports associated with external asset managers. Under the supervision of the Officer/AVP/VP, monitors assigned accounts to ensure they meet client's requirements. Expected to work autonomously to identify exceptions and escalate issues after completing adequate research.Why...

  • Middle Office

    3 weeks ago

    Hyderabad, Telangana, India State Street Full time

    Who we are looking for:Responsible for the reviewing, analyzing and approval of client's reports associated external asset managers. Under the direction of the Officer/AVP/VP, monitors assigned accounts to ensure they are meeting client's requirements. Expected to work with reduced oversight to identify exceptions and escalate issues once appropriate...

  • Specialist - Middle Office Client Services

    2 days ago

    Hyderabad, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment...

  • Revenue Management Analyst

    3 weeks ago

    hyderabad, India PepsiCo Full time

    Responsibilities Support BU RM Lead on Pricing, Pack Price, Mix and Trade Spend analysis and recommendations for AOP, three-year pricing roadmap, ad-hoc projects playbook, sugar tax, competition tactical moves, etc. Data gathering from variety sources – internal and external ( desk research, syndicated data, competition, etc.) Perform analyses...

  • Revenue Management Analyst

    3 weeks ago

    Hyderabad, India PepsiCo Full time

    Responsibilities Support BU RM Lead on Pricing, Pack Price, Mix and Trade Spend analysis and recommendations for AOP, three-year pricing roadmap, ad-hoc projects playbook, sugar tax, competition tactical moves, etc. Data gathering from variety sources – internal and external ( desk research, syndicated data, competition, etc.) Perform analyses –...

  • Avp-transfer Agency-dealing

    1 month ago

    Hyderabad, India LRI Invest S.A. Full time

    Location: Hyderabad, India Date Posted: Mar 30, 2023 **Description** Transfer Agency Trade Processing Team Business - Dealing Role Title - Associate/ Senior Associate/ AVP Location Pune/ Bangalore The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing...

  • Account Manager

    5 days ago

    Hyderabad, India Anand Rathi Wealth Limited Full time

    An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

  • Account Manager

    5 days ago

    Hyderabad, India Anand Rathi Wealth Limited Full time

    An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

  • Avp, Customer Engagement Analytics

    1 month ago

    Hyderabad, India Synchrony Financial Full time

    **Job Description**: **Role Summary/Purpose**: AVP, Customer Engagement Analytics (Individual Contributor) role is a part of India Analytics Hub (IAH). Our Analytics team comprises of data analysts who focus on improving customer/product/digital/ journey experience etc. and growth by providing full stack descriptive to prescriptive analytics via cutting edge...

  • Middle Office, Associate 1

    6 days ago

    Hyderabad, India State Street Full time

    **Grow your career at State Street **From technology and product innovation to corporate responsibility and community development, we’re making our mark on the financial services industry. We’re a global company with diverse people and varied experiences with a network of over 35,000 employees spanning more than 100 markets. For us, success comes from...

  • Avp, Fc Risk Stewardship Generalist, Gsc’s

    4 weeks ago

    Hyderabad, India HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...

  • Sales Development Representative

    1 month ago

    Hyderabad, India Facttwin Full time

    Facttwinrevolutionizes the manufacturing sector with its state-of-the-art Industrial IoT platform. By enabling real-time monitoring, predictive maintenance, and comprehensive production management, it empowers businesses to leverage data analytics for improved decision-making and increased productivity. Perfectly aligned with Industry 4.0, Facttwin is...

  • Sales Development Representative

    1 month ago

    hyderabad, India Facttwin Full time

    Facttwin revolutionizes the manufacturing sector with its state-of-the-art Industrial IoT platform. By enabling real-time monitoring, predictive maintenance, and comprehensive production management, it empowers businesses to leverage data analytics for improved decision-making and increased productivity. Perfectly aligned with Industry 4.0, Facttwin is...

  • Sales Development Representative

    1 month ago

    Hyderabad, India Facttwin Full time

    Facttwin revolutionizes the manufacturing sector with its state-of-the-art Industrial IoT platform. By enabling real-time monitoring, predictive maintenance, and comprehensive production management, it empowers businesses to leverage data analytics for improved decision-making and increased productivity. Perfectly aligned with Industry 4.0, Facttwin is...

  • Sales Development Representative

    1 month ago

    Hyderabad, India Facttwin Full time

    Facttwin revolutionizes the manufacturing sector with its state-of-the-art Industrial IoT platform. By enabling real-time monitoring, predictive maintenance, and comprehensive production management, it empowers businesses to leverage data analytics for improved decision-making and increased productivity. Perfectly aligned with Industry 4.0, Facttwin is...

  • AVP, ERP Advisory Lead

    2 days ago

    hyderabad, India Genpact Full time

    With a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it! We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...

  • AVP, ERP Advisory Lead

    1 day ago

    Hyderabad, India Genpact Full time

    With a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it! We dream in digital, dare in reality, and reinvent the ways companies work to make an impact far bigger than just our bottom line. We’re harnessing the power of technology and humanity to create...

  • Manager - Mid Corporate - Business RM - Corporate Sales - Credit Rating firm (3-8 yrs)

    1 month ago

    Hyderabad, Telangana, India iimjobs Full time

    Manager Mid Corporate - Business RM (Corporate Sales) - Leading Credit Rating firm Responsible for developing and executing target driven marketing strategy for the Mid Corporate-BRM Group for businesses Raising the profile of the India Ratings brand through consistent marketing to bankers, investors, sponsors and infrastructure funds. Management of existing...

  • Avp - Employee Relations Investigations Gsc’s

    1 month ago

    Hyderabad, India HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to...