Job Description
PURPOSE OF THE ROLE
• To manage the sales for the suite of Cash Management products across the spectrum of Bank’s client basis location, across specific Business verticals
• Meet the agreed revenue targets (liability & fee), associated throughput and acquisition of new to bank clients with a focus to grow the TBG management revenues
• Meet and service CMS & Capital Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores
Key Responsibilities & Kpis Of The Role
These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.
Responsibilities
Key Responsibilities
• Ensure the steady flow of, Cash management & Capital Market business and meet agreed revenue targets and CASA targets
• Meet agreed targets with respect to new client acquisitions.
• Ensure client servicing is appropriate and utilization levels & CASA throughput are consistently maintained at a high level.
• Formulate and implement processes for specific Cash Management & Digital Banking transactions wherever applicable.
• Regularly liaise with internal and external contacts to promote banks CMS & Capital Markets services business.
• Undertake training of the relationship teams wherever necessary to promote CMS products
• Deep understanding of Traditional CMS products and Digital CMS products including API Banking.
Portfolio Hygiene
• Ensuring timely deal updation & Call logging of meeting Status.
• Engage client and internal stakeholders to keep regulatory items under control (e.g. Transaction Deferrals, BOEs, ORMs, etc.).
• Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management.
Risk and Internal Control
Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines.
• To manage the sales for the suite of Cash Management products across the spectrum of Bank’s client basis location, across specific Business verticals
• Meet the agreed revenue targets (liability & fee), associated throughput and acquisition of new to bank clients with a focus to grow the TBG management revenues
• Meet and service CMS & Capital Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores
Key Responsibilities & Kpis Of The Role
These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role.
Responsibilities
Key Responsibilities
• Ensure the steady flow of, Cash management & Capital Market business and meet agreed revenue targets and CASA targets
• Meet agreed targets with respect to new client acquisitions.
• Ensure client servicing is appropriate and utilization levels & CASA throughput are consistently maintained at a high level.
• Formulate and implement processes for specific Cash Management & Digital Banking transactions wherever applicable.
• Regularly liaise with internal and external contacts to promote banks CMS & Capital Markets services business.
• Undertake training of the relationship teams wherever necessary to promote CMS products
• Deep understanding of Traditional CMS products and Digital CMS products including API Banking.
Portfolio Hygiene
• Ensuring timely deal updation & Call logging of meeting Status.
• Engage client and internal stakeholders to keep regulatory items under control (e.g. Transaction Deferrals, BOEs, ORMs, etc.).
• Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management.
Risk and Internal Control
Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines.
💡 Quick Summary
Seeking a career-building opportunity? The Product sales manager position is now open for candidates interested in the Counter Sales 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 Counter Sales Jobs is a plus.
