Business Banking - Relationship Manager - Pune
Published date: 2026/11/07
- Location: Pune, Maharashtra, India
Managing Commercial, Trade & Current Account relationships in business banking segment
• Generating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.
• Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality norms
• Attaining, acquiring & retaining New Trade Finance & FOREX clients
• Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
• Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
• Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients
• Maintaining the service standards set by the bank in collaboration with the service support team
• Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.
Requirements
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• MIS generation.
• Ability to source High Value Business Banking Accounts
• Thorough knowledge of Current Account/Trade Account opening/transaction processes
• Strong Communication skills with assertive attitude
• Knowledge of Trade, Forex and Business Assets · Strong follow up ability & keenness
• Ability to spot opportunities in the portfolio for Upselling/Xselling bank products
• Generating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.
• Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality norms
• Attaining, acquiring & retaining New Trade Finance & FOREX clients
• Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
• Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
• Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients
• Maintaining the service standards set by the bank in collaboration with the service support team
• Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.
Requirements
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• MIS generation.
• Ability to source High Value Business Banking Accounts
• Thorough knowledge of Current Account/Trade Account opening/transaction processes
• Strong Communication skills with assertive attitude
• Knowledge of Trade, Forex and Business Assets · Strong follow up ability & keenness
• Ability to spot opportunities in the portfolio for Upselling/Xselling bank products
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