Job Description
Job Purpose :
1) Relationship Manager directly managing a portfolio of Large Liability Clients
2) Sourcing NTB liability customers for the bank
3) Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients
Roles & Responsibilities:
Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of large Liability Group clients.
Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients.
Develop a large liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
Originate CMS/Trade Processing/FX/ Supply Chain Finance transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, co-create unique solutions wherever required.
Build Liquid Asset OR limited Lending including writing credit assessment memo and monitoring.
Build and manage relationships with clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services.
Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
Collaborate with the various Product Sales Managers, Credit Managers and the Implementation teams across all Banking products to achieve these objectives
Secondary Responsibilities:
Additionally, be responsible for Regulatory Pendency if any, Client escalations, BAU service requests, Compliance and Franchise Risk if any.
1) Relationship Manager directly managing a portfolio of Large Liability Clients
2) Sourcing NTB liability customers for the bank
3) Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients
Roles & Responsibilities:
Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of large Liability Group clients.
Evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients.
Develop a large liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
Originate CMS/Trade Processing/FX/ Supply Chain Finance transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, co-create unique solutions wherever required.
Build Liquid Asset OR limited Lending including writing credit assessment memo and monitoring.
Build and manage relationships with clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services.
Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
Collaborate with the various Product Sales Managers, Credit Managers and the Implementation teams across all Banking products to achieve these objectives
Secondary Responsibilities:
Additionally, be responsible for Regulatory Pendency if any, Client escalations, BAU service requests, Compliance and Franchise Risk if any.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|Large Liability || | position is now open for candidates interested in the Accountant 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 Accountant Jobs is a plus.
