Job Description
The Role Responsibilities Strategy • Achieve individual financial and non-financial targets while contributing towards team's overall deliverables through: • effectively generating new business – identify prospects and convert in line with the Bank's appetite • strategically formulating account plan – provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions • proactively building trusted client relationships – maintain a portfolio of active and growing customers • Market and sell broad range of products including trade service, cash management, treasury and investment – across target client base of mid-sized and large local corporates • Assist in preparing credit proposal and loan application of customers; prepare annual review on timely basis • Work closely with credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy • Implement agreed business plan to achieve sales/ revenue targets • Generate creative ideas on customer acquisition and products/ services • Regularly feedback to Team Leader and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products • Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct Risk Management / processes/ governance • Abide by appropriate frameworks to guarantee that business is carried out within the Group's risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders. • Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM). • Abide by the Group's values and code of conduct and foster a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees. • Ensure that Risk Management matters that are
💡 Quick Summary
Seeking a career-building opportunity? The Director| Relationship Management 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.