Job Description
The below is the JD for Commercial Banking Group- Relationship Manager Role.
Job Description:
Grade: Deputy Manager / Manager
CTC: Depending on the current CTC / Grade / experience plus 50K incentives / Month.
Location: Depend upon candidate’s residence or areas worked on, idealy this is Centers like Vashi,
Kalyan, Dombivali, Thane, Badlapur, Worli.
About Commercial Banking Group:
The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover
between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments,
cash management and tax payments along with retail products like salary, trust services, forex,
commercial card, credit cards etc
About the Role:
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 crossfunctional 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 standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich 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 and Forex, CMS
and SME Loans
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire new customers by converting referral leads
Achieve targets as assigned by the organization on a monthly basis
Record and track all engagement activities through the CRM system
Coordinate with Service Team to resolve any issue raised by the client
Comply 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 institute
Experience in Business Banking, Treasury and Foreign exchange field is preferred
Job Type: Full-time
Ability to commute/relocate:
Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:
total work: 2 years (Preferred)
Speak with the employer
++1 +5731273+6
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Banking Group| Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
