Job Description
The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management.
Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience.Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankEnrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME LoansIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemCoordinate with Service Team to resolve any issue raised by the clientComply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications:Optimal qualification for success on the job is: Graduate/ Post-Graduate from a recognized instituteExperience in Business Banking, Treasury and Foreign exchange field is preferred Role Proficiencies:For successful execution of the job, the candidate should possess the following: Knowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship building skills
Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience.Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankEnrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME LoansIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemCoordinate with Service Team to resolve any issue raised by the clientComply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications:Optimal qualification for success on the job is: Graduate/ Post-Graduate from a recognized instituteExperience in Business Banking, Treasury and Foreign exchange field is preferred Role Proficiencies:For successful execution of the job, the candidate should possess the following: Knowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship building skills
💡 Quick Summary
Seeking a career-building opportunity? The CBG|CB RM position is now open for candidates interested in the Bank Jobs sector. This role in Dehradun 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.
