Relationship Manager - Business Banking Working Capital

3 - 7 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager, your primary responsibility will be to acquire new asset relationships through various channels and manage a portfolio of 30-40 BBG relationships based on the geography covered and branches assigned to you. You will also be required to maintain HNW relationship management of the BBG customers to ensure the delivery of high-quality services. Your key duties will include: - Achieving overall business targets in terms of volumes and profitability for BBG customers. - Collaborating with branches to generate leads for BBG, updating leads in CRM, ensuring conversions, and following the complete lead conversion process. - Conducting market scoping to identify potential customers with wallet share for all BBG customers, planning product penetration strategies, and working closely with branch banking teams to achieve desired outcomes. - Following the established sales process, including updating regular client calls for existing and prospective clients in a structured manner either individually or in collaboration with support groups, branches, or supervisors. In addition to business development, you will be responsible for: - Building strong relationships with both internal and external customers, ensuring client satisfaction, and addressing all banking needs. - Creating customer profiling sheets, identifying cross-sell opportunities, and maximizing revenue generation. - Handling CAM preparation and resolving queries efficiently. Furthermore, you will be required to coordinate with stakeholders such as credit for CAM approval, deferral waiver/extension, and fulfilling other customer requirements like Buyers" credit, TOD's, E-Net, CMS, and cross-selling other relevant products. Your role as a Relationship Manager will involve proactive customer engagement, strategic business development, and effective stakeholder coordination to drive growth and deliver exceptional service to BBG customers.,

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