Job Description
Relationship Manager - Working Capital (Business Banking)
Hiring for a leading bank
- To achieve overall business targets on volumes and profitability for BBG (Business Banking Group) customers.
- To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following a 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.
- These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
- Monthly review to be done with various product groups and supervisors who support the RM's portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
- Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
- Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure
- Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts
Hiring for a leading bank
- To achieve overall business targets on volumes and profitability for BBG (Business Banking Group) customers.
- To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following a 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.
- These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
- Monthly review to be done with various product groups and supervisors who support the RM's portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
- Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
- Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure
- Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Working Capital Segment | Business Banking |2|10 yrs position is now open for candidates interested in the Bank Jobs sector. This role in Navi 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.
