Relationship Manager - Business Banking
Published date: 2024/01/10
- Location: Ajmer, Rajasthan, India
Job Title : Relationship Manager- BBWC
Business Unit (PA) : Business banking Working Capital
Reports to (job) : Cluster Head
Location of role : Pan India
Job Function : Sales
Role Type: Individual Contributor
No of direct reportees: Nil
Travel Required : More than Moderate in Metros, Urban and more extensive in semi urban / rural locations depending
upon the branches being managed
Job Purpose
Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.
Job Responsibilities(JR) : 6 – 8 Areas
Actionable (4-6)
Business Development
• To achieve overall business targets on volumes and profitability for BBG customers.
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
• These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
• Monthly review to be done with various product groups and supervisors who support the RM’s portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
8.
9. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers,
including deferral closure
•
Business Unit (PA) : Business banking Working Capital
Reports to (job) : Cluster Head
Location of role : Pan India
Job Function : Sales
Role Type: Individual Contributor
No of direct reportees: Nil
Travel Required : More than Moderate in Metros, Urban and more extensive in semi urban / rural locations depending
upon the branches being managed
Job Purpose
Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.
Job Responsibilities(JR) : 6 – 8 Areas
Actionable (4-6)
Business Development
• To achieve overall business targets on volumes and profitability for BBG customers.
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
• These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
• Monthly review to be done with various product groups and supervisors who support the RM’s portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
8.
9. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers,
including deferral closure
•
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