
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
- ā¢Manage existing SE relationships
- ā¢Originate new SE relationships
- ā¢Achieve financial and non-financial objectives
- ā¢Meet borrowing and non-borrowing needs of customers
- ā¢Source new-to-bank customers
- ā¢Manage customers focusing on relationship management and cross-selling
- ā¢Onboard new relationships
- ā¢Enhance SE portfolio quality and soundness
Nice to Have
- ā¢KYC reviews
- ā¢monitoring for due diligence
- ā¢anti money laundering procedures
Responsibilities
- ā¢Achieve assigned financial and non financial objectives
- ā¢Meet all borrowing & non borrowing needs of customers
- ā¢Actively source new-to-bank customers
- ā¢Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products
- ā¢Seamlessly takeover new relationships
- ā¢Identify opportunities to upgrade customers
- ā¢Responsible for quality & soundness of assigned SE portfolio
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