Relationship Manager- Business Banking
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Manage a set of existing Small Enterprise (SE) relationships and originating new SE relationships in business communities around branch locations.To achieve assigned financial and non financial objectives by meeting all borrowing & non borrowing needs of customers with target segments (Viz. borrowers, transactors, depositors).Actively source new-to-bank customers and generate new business leads from walk-in customers. Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products. Seamlessly takeover new relationships originated by DS & relationships downgraded by ME team using defined customer on-boarding procedure.Constantly identify opportunities to upgrade customers to ME category by identifying customer's needs & profiling.Responsible for quality & soundness of assigned SE portfolio (KYC reviews, monitoring for due diligence, anti money laundering procedures etc).
Requirements
- •Manage existing SE relationships
- •Originate new SE relationships
- •Achieve financial and non-financial objectives
- •Meet borrowing and non-borrowing needs of customers
- •Source new-to-bank customers
- •Generate new business leads
- •Upsell/deep-sell/cross-sell bank products
- •Onboard new relationships
Responsibilities
- •Identify opportunities to upgrade customers to ME category
- •Ensure quality and soundness of SE portfolio
- •Conduct KYC reviews
- •Monitor for due diligence
- •Adhere to anti-money laundering procedures
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