Job Description
About the Role:
Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get
customers for the bank and explore new business opportunities. RMs manage a team of executives responsible
for selling loan products to the customers based on their needs and growth of the lending book of the area
through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according
to their need and handle queries to ensure customer satisfaction.
Details of the Role:
Department CBG Grade AM/DM/M/SM
Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP
Location Reporting (Matrix)
Key Responsibilities:
Ensure achievement of the Top line Business Targets by sourcing business through channel teams.
Building and nurturing relationships with the bank branches and by cross-selling other products
Responsible for launching new products in market
Ensure key customer satisfaction through customer service of the highest quality
Handle all end to end activities related to the product i.e. from Login to Disbursement
Liaise with various departments within the system (Credit/Operations etc.) to ensure smooth process flows
Responsible for acquisition of channel partners for sourcing products - Connectors
Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with
existing clients
Prevent/ minimize the fraudulent/risky proposals entry into the system
Act as Absolute owner of the Mapped book & manage the Customer Life Cycle.
Renewals & Deferrals Management
Manage the Portfolio Health, DPDs & the timely interest servicing
Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs
Responsible for the productivity of the Relationship officer if mapped.
Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi &
others available to extend faster & better experience.
Qualifications:
Graduation/post-graduation from a recognized institute
2+ years sales experience.
Role Proficiencies:
Strong sales orientation
Proficiency in managing complex client relationships, diverse stakeholders
Knowledge of industry, technology, marketing, and product trends
Knowledge of regulatory guidelines and norms
Capability to handle pressure and meet deadlines
Competence in managing within a dynamic, priority-setting environment
Strong risk and compliance mindset
Adept at communication and interpersonal skills
Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get
customers for the bank and explore new business opportunities. RMs manage a team of executives responsible
for selling loan products to the customers based on their needs and growth of the lending book of the area
through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according
to their need and handle queries to ensure customer satisfaction.
Details of the Role:
Department CBG Grade AM/DM/M/SM
Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP
Location Reporting (Matrix)
Key Responsibilities:
Ensure achievement of the Top line Business Targets by sourcing business through channel teams.
Building and nurturing relationships with the bank branches and by cross-selling other products
Responsible for launching new products in market
Ensure key customer satisfaction through customer service of the highest quality
Handle all end to end activities related to the product i.e. from Login to Disbursement
Liaise with various departments within the system (Credit/Operations etc.) to ensure smooth process flows
Responsible for acquisition of channel partners for sourcing products - Connectors
Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with
existing clients
Prevent/ minimize the fraudulent/risky proposals entry into the system
Act as Absolute owner of the Mapped book & manage the Customer Life Cycle.
Renewals & Deferrals Management
Manage the Portfolio Health, DPDs & the timely interest servicing
Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs
Responsible for the productivity of the Relationship officer if mapped.
Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi &
others available to extend faster & better experience.
Qualifications:
Graduation/post-graduation from a recognized institute
2+ years sales experience.
Role Proficiencies:
Strong sales orientation
Proficiency in managing complex client relationships, diverse stakeholders
Knowledge of industry, technology, marketing, and product trends
Knowledge of regulatory guidelines and norms
Capability to handle pressure and meet deadlines
Competence in managing within a dynamic, priority-setting environment
Strong risk and compliance mindset
Adept at communication and interpersonal skills
💡 Quick Summary
Seeking a career-building opportunity? The CBG: SBB Relationship Manager - Working Capital position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
