Banking Partner Business
Published date: 2026/11/07
- Location: Jodhpur, India
What you’ll do
Roles and Responsibilities
Managing customer relationships & addressing both service & sales queries for customers with an objective to Acquire, engage &
retain customers.
Sourcing Trade & Forex customers, High Value Current accounts / Working capital & trade finance products (fund based & non-fund
based) & thereby generating fee based income.
Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.
Handling Trade based queries.
Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers &
generate fee income.
Providing the clients fund and non-fund based working capital facilities for business operations
Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI and other products .
Maintaining Healthy portfolio by monitoring transactions / Inflow outflow.
Managing Current Account Portfolios of the Mapped customers for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income.
Desired Behavioral / Functional Traits:
Aggressive Team Player.
Excellent communication skills.
Developing and implementing effective sales strategies
Establish productive and professional relationships with key personnel in assigned customer accounts
Solid customer service attitude with excellent negotiation skills
Good understanding of company systems policies, procedures and standards
Proficient in work scheduling, change control, problem resolution
In depth understanding of Core Banking system will be an added advantage.
Roles and Responsibilities
Managing customer relationships & addressing both service & sales queries for customers with an objective to Acquire, engage &
retain customers.
Sourcing Trade & Forex customers, High Value Current accounts / Working capital & trade finance products (fund based & non-fund
based) & thereby generating fee based income.
Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.
Handling Trade based queries.
Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers &
generate fee income.
Providing the clients fund and non-fund based working capital facilities for business operations
Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI and other products .
Maintaining Healthy portfolio by monitoring transactions / Inflow outflow.
Managing Current Account Portfolios of the Mapped customers for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income.
Desired Behavioral / Functional Traits:
Aggressive Team Player.
Excellent communication skills.
Developing and implementing effective sales strategies
Establish productive and professional relationships with key personnel in assigned customer accounts
Solid customer service attitude with excellent negotiation skills
Good understanding of company systems policies, procedures and standards
Proficient in work scheduling, change control, problem resolution
In depth understanding of Core Banking system will be an added advantage.
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