Job Description
Business Function Corporate and Investment Banking provides corporate customers with a wide range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange.
The role requires the candidate to acquire new-to-bank (NTB) customers to scale the bank's liabilities portfolio.
Key Responsibilities
• Sourcing prospects via cold calling, personal network, and partners/channels' network.
• Driving liabilities sales through NTB acquisition of clients for operating accounts, term deposits and other transaction banking products in line with defined objectives.
• Updating oneself on various offerings available in the network.
• Designing and executing a marketing strategy for lead generation and business development.
Required Experience
2-3 years of sales experience preferred, with a proven understanding of the sales cycle. Prior experience selling liability, cash management, trade finance, and foreign exchange products is desirable.
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirements, is a plus. Well-versed in AML risk.
Education/Preferred Qualifications
Graduate or equivalent degree, with experience/understanding of banking and sales.
Technical Competencies
• Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
• Understanding of KYC requirements are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients.
Core Competencies
• Customer-centric, not product-centric.
• Strong on customer and relationship management skills.
• Good interpersonal and communications skills.
• Ability to plan, schedule and monitor deliverables, within a stipulated time frame using effective methods.
The role requires the candidate to acquire new-to-bank (NTB) customers to scale the bank's liabilities portfolio.
Key Responsibilities
• Sourcing prospects via cold calling, personal network, and partners/channels' network.
• Driving liabilities sales through NTB acquisition of clients for operating accounts, term deposits and other transaction banking products in line with defined objectives.
• Updating oneself on various offerings available in the network.
• Designing and executing a marketing strategy for lead generation and business development.
Required Experience
2-3 years of sales experience preferred, with a proven understanding of the sales cycle. Prior experience selling liability, cash management, trade finance, and foreign exchange products is desirable.
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirements, is a plus. Well-versed in AML risk.
Education/Preferred Qualifications
Graduate or equivalent degree, with experience/understanding of banking and sales.
Technical Competencies
• Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
• Understanding of KYC requirements are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients.
Core Competencies
• Customer-centric, not product-centric.
• Strong on customer and relationship management skills.
• Good interpersonal and communications skills.
• Ability to plan, schedule and monitor deliverables, within a stipulated time frame using effective methods.
💡 Quick Summary
Seeking a career-building opportunity? The Channel Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
