Job Description
IDFC FIRST Bank
Relationship Manager-Business Banking
IDFC FIRST Bank • Pune, Maharashtra • via Career At IDFC First Bank
1 month ago
Full–time
Apply on Career At IDFC First Bank
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Job description
Job Requirements
Job Title: Relationship Manager-Business Banking
Function: Business Banking
Job Purpose:
The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisitio...
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RiverForest Connections Private Limited
Relationship Manager - Business Banking Working Capital - Maharashtra (Large Private Bank)
RiverForest Connections Private Limited • Mumbai, Maharashtra • via Glassdoor
8 days ago
Full–time
No Degree Mentioned
Apply directly on Glassdoor
Apply on IIM Jobs
Apply directly on Workassist.in
Apply on LinkedIn
Apply on SimplyHired
Apply directly on Jobaaj
Apply on Jobrapido.com
Job description
Job Purpose
Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.
Business Development
• To achieve overall business targets on volumes and profitability for BBG customers
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
Customer Relationship Management
• Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
• CAM Preparation & query resolution
Stakeholder Co-ordination
• Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD//'s
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment
Relationship Manager-Business Banking
IDFC FIRST Bank • Pune, Maharashtra • via Career At IDFC First Bank
1 month ago
Full–time
Apply on Career At IDFC First Bank
Apply directly on Jobaaj
Apply on LinkedIn
Apply on JobLeads
Apply on JobSpire
Apply on Jobrapido.com
Job description
Job Requirements
Job Title: Relationship Manager-Business Banking
Function: Business Banking
Job Purpose:
The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisitio...
Show full description
Report this listing
RiverForest Connections Private Limited
Relationship Manager - Business Banking Working Capital - Maharashtra (Large Private Bank)
RiverForest Connections Private Limited • Mumbai, Maharashtra • via Glassdoor
8 days ago
Full–time
No Degree Mentioned
Apply directly on Glassdoor
Apply on IIM Jobs
Apply directly on Workassist.in
Apply on LinkedIn
Apply on SimplyHired
Apply directly on Jobaaj
Apply on Jobrapido.com
Job description
Job Purpose
Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.
Business Development
• To achieve overall business targets on volumes and profitability for BBG customers
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
Customer Relationship Management
• Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
• CAM Preparation & query resolution
Stakeholder Co-ordination
• Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD//'s
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager - Business Banking Working Capital - Maharashtra (Large Private Bank 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.
