Job Description
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
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
💡 Quick Summary
Seeking a career-building opportunity? The Associate Relationship Manager|Corporate Liability position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
