Relationship Manager

JOB DESCRIPTION JOB TITLE : RM (Relationship Manager) Corporate Liability Group BUSINESS UNIT : Wholesale Banking Function : Client Coverage Location : Delhi NCR __________________________________________________________________________ Key Success Metrics: CA Balances and Overall Fee through CMS, Trade, FX, DCM Qualifications : MBA / CA / Masters in Marketing/Finance from premier Institute Experience : 8 - 15 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