Business Banking | Relationship Manager

0 years

0 Lacs

hyderabad telangana india

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

drive finance cms lending compliance portfolio documentation onboarding transactions

Work Mode

On-site

Job Type

Full Time

Job Description

  • Identify and acquire new corporate clients for Current Accounts, Trade, and Forex business.
  • Drive acquisition of high-value Current Account customers through sales and referrals.
  • Generate revenue through FX, Trade Finance, Treasury, and other transaction banking products.
  • Work closely with product and credit teams to structure solutions tailored to client requirements.
  • Manage and grow existing client relationships ensuring high levels of client satisfaction.
  • Conduct regular client visits to review business needs, account performance, and identify cross-sell opportunities.
  • Ensure wallet share enhancement through sale of CMS, POS, Payment Gateway, Treasury, and Lending products.
  • Serve as a single point of contact for client servicing and issue resolution.
  • Achieve assigned business volumes, revenue, and profitability targets for Current Account and TFX business.
  • Monitor account activity to ensure compliance, profitability, and adherence to KYC / AML norms.
  • Regularly review portfolio for credit health and transaction behavior.
  • Ensure activation and utilization of trade and forex limits.
  • Partner with internal stakeholders – Trade, Treasury, CMS, Credit, and Lending teams – for product delivery and deal closures.
  • Cross-sell term loans, working capital, insurance, and investment products.
  • Drive digital channel adoption among clients (Net Banking, CMS, APIs, etc.).
  • Ensure all documentation, onboarding, and transactions comply with bank policies and RBI regulations.
  • Monitor customer activities to identify any red flags related to compliance or operational risk.

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