Y
Relationship Manager
Job Description
Strategy and Planning
(Job Specific Responsibilities - Use As Applicable)
- Acquire and manage Mid Corporate customers for their banking and financing requirements.
- Act as a single point of contact for all banking needs of assigned customers.
- Build strong customer relationships and drive business growth through Trade Finance, Working Capital, Cash Management, and Treasury solutions.
- Identify cross-sell opportunities and deepen customer engagement to increase revenue.
- Conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.
- Monitoring and reduce compliance pending of bill of entry and export bills
- Acquire and manage Mid Corporate customers for their Working Capital, Trade Finance, Cash Management, and Treasury requirements.
- Assess and cater to customer needs for fund-based and non-fund-based credit facilities.
- Manage the complete customer lifecycle, including acquisition, onboarding, activation, relationship deepening, and retention.
- Increase wallet share and drive revenue growth from new and existing Mid Corporate customers.
- Acquire new Mid Corporate relationships and strengthen existing customer portfolios.
- Facilitate seamless execution of trade and transaction banking services for customers.
- Promote Treasury solutions, including Foreign Exchange and Hedging products, to meet customer requirements.
- Provide Cash Management and Transaction Banking solutions to enhance customer engagement and operational efficiency.
(Job Specific Responsibilities - Use As Applicable)
- Track business performance against assigned targets and portfolio growth.
- Prepare and maintain customer pipeline and MIS reports.
- Identify opportunities to increase customer wallet share and revenue.
- Promote adoption of digital banking and transaction banking solutions.
- Ensure timely and accurate updates of customer information in bank systems.
- Use data and market insights to identify new business opportunities and improve productivity.
- Strong stakeholder management and relationship-building skills.
- Ability to work effectively with cross-functional teams to achieve business objectives.
- Customer-centric approach with a focus on delivering quality service.
- Proactive and result-oriented mindset with strong accountability.
- Effective communication, negotiation, and influencing skills.
- Ability to prioritize tasks and manage multiple customer requirements efficiently.
- Ensure compliance with regulatory requirements and bank policies.
- Maintain proper KYC, documentation, and account hygiene.
- Adhere to credit, risk, and operational guidelines.
- Monitor customer accounts regularly and highlight any exceptions.
- Ensure timely closure of audit and compliance observations.
- Follow ethical business practices and maintain high governance standards.
More Info
Key Skills
About Company
Skills:
Documentation and compliance, Market research, Trade finance products, Credit Appraisal, Banking Products, Portfolio growth strategies
Skills:
Relationship Management, Sales Forecasting Reporting, Professional Communication, Handling digital business apps and software, Detailed data collection recording, Familiarity with Digital applications, Aptitude for lead generation
Skills:
buyers credit , Term Deposits, Current Account, Trade Finance, Transaction, Demand Loan, Cash Credit
Skills:
Transaction Banking, Business Development