Associate Relationship Manager-Corporate
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
JOB TITLE : ARM (Associate Relationship Manager) Corporate Liability Group
BUSINESS UNIT : Wholesale Banking
Function : Client Coverage
__________________________________________________________________________
Key Success Metrics: CA Balances and Overall Fee through CMS, Trade, FX, DCM
Qualifications : MBA / CA / Masters in Marketing/Finance from premier Institute
Experience : 2 - 6 years
_________________________________________________________________________
Job Description & Key Accountabilities
• Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients.
• Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
• Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, developing unique solutions wherever required.
• Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them.
• Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
• Develop deep relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies. Extend these influencer relationships to renowned law firms & Chartered Accounts as well.
• Manage relationships with existing clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximise revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximise share of wallet.
• Collaborate with the various Product Sales Managers and the Implementation teams across all Banking products to achieve these objectives
Candidate Profile / Skills
• Experience or having worked in cash and trade sales/operations/service, product sales, client management
• Ability to work in tight timelines and provide high levels of service
• Having a good knowledge of type of clients in one’s geography would be a plus.
• Candidate should have
• Detail orientation and Correct attitude towards Sales
• Good communication skills i.e. the ability to put his / her point across
• Good PPT & xls. skills i.e. having worked/ made presentations predominately in Microsoft power point for consultative selling/sales
• A yearning to learn, understand and manage business circumstances / situations
• Self-motivated and proactive team player with entrepreneurial mindset
• Collaborative nature to work with various departments and to bring the bank to the client
BUSINESS UNIT : Wholesale Banking
Function : Client Coverage
__________________________________________________________________________
Key Success Metrics: CA Balances and Overall Fee through CMS, Trade, FX, DCM
Qualifications : MBA / CA / Masters in Marketing/Finance from premier Institute
Experience : 2 - 6 years
_________________________________________________________________________
Job Description & Key Accountabilities
• Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients.
• Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
• Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, developing unique solutions wherever required.
• Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them.
• Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
• Develop deep relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies. Extend these influencer relationships to renowned law firms & Chartered Accounts as well.
• Manage relationships with existing clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximise revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximise share of wallet.
• Collaborate with the various Product Sales Managers and the Implementation teams across all Banking products to achieve these objectives
Candidate Profile / Skills
• Experience or having worked in cash and trade sales/operations/service, product sales, client management
• Ability to work in tight timelines and provide high levels of service
• Having a good knowledge of type of clients in one’s geography would be a plus.
• Candidate should have
• Detail orientation and Correct attitude towards Sales
• Good communication skills i.e. the ability to put his / her point across
• Good PPT & xls. skills i.e. having worked/ made presentations predominately in Microsoft power point for consultative selling/sales
• A yearning to learn, understand and manage business circumstances / situations
• Self-motivated and proactive team player with entrepreneurial mindset
• Collaborative nature to work with various departments and to bring the bank to the client
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