Relationship Manager -Banking Partner Business
Published date: 2024/01/10
- Location: India
JOB SUMMARY :
The profile includes acquiring new trade & Forex relationships / High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) for the bank. As a Relationship Manager the job role includes Sales and service to customers of any banking product requirement.
Detailed 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.
The profile includes acquiring new trade & Forex relationships / High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) for the bank. As a Relationship Manager the job role includes Sales and service to customers of any banking product requirement.
Detailed 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.
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