Relationship Manager
Published date: 2024/01/10
- Location: Bangalore, Karnataka, India
Designation: SME Relationship Manager-Liability
Locations: Bangalore & Hyderabad
Job Description:
• Managing diverse portfolio of small and medium enterprises/corporates for liability products such as current account, saving account, trade forex and other.
• Achieve individual financial and non-financial targets while contributing towards team's overall deliverables through:
• effectively generating new business - identify prospects and convert in line with the Bank's appetite
• strategically formulating account plan - provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions
• proactively building trusted client relationships - maintain a portfolio of active and growing customers
• Market and sell broad range of products including trade service, cash management, treasury and investment
• Prepare credit proposal and loan application of customers; prepare annual review on timely basis
• Work closely with credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy
• Implement agreed business plan to achieve sales/ revenue targets
• Generate creative ideas on customer acquisition and products/ services
• Regularly feed back to Team Leader and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
• Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct
Locations: Bangalore & Hyderabad
Job Description:
• Managing diverse portfolio of small and medium enterprises/corporates for liability products such as current account, saving account, trade forex and other.
• Achieve individual financial and non-financial targets while contributing towards team's overall deliverables through:
• effectively generating new business - identify prospects and convert in line with the Bank's appetite
• strategically formulating account plan - provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions
• proactively building trusted client relationships - maintain a portfolio of active and growing customers
• Market and sell broad range of products including trade service, cash management, treasury and investment
• Prepare credit proposal and loan application of customers; prepare annual review on timely basis
• Work closely with credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy
• Implement agreed business plan to achieve sales/ revenue targets
• Generate creative ideas on customer acquisition and products/ services
• Regularly feed back to Team Leader and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
• Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct
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