Relationship Manager

The primary responsibility of this role is to acquire new asset relationships through various channels and manage a portfolio of 30-40 BBG relationships, depending on the geography covered and branches mapped to the RM. Additionally, the role involves maintaining high net worth relationship management of the BBG customers to ensure quality service delivery. In terms of business development, the incumbent is expected to achieve business targets in terms of volumes and profitability for BBG customers. This includes regular interaction with branches for lead generation, updating leads in CRM, ensuring conversions, and following the complete lead conversion process. Market scoping, identifying potential customers with wallet share, and strategizing for product penetration are also key responsibilities that require collaboration with the branch banking team. RMs are required to adhere to the sales process by updating regular client calls for both existing and prospective clients in a structured manner, either individually or with support groups, branches, or supervisors. Customer relationship management is a crucial aspect of the role, involving relationship building with internal and external customers of the RM. This includes ensuring client satisfaction and addressing all banking needs of the customer. The RM is responsible for preparing customer profiling sheets, identifying cross-sell opportunities, and increasing revenue through various initiatives. Additionally, the role involves CAM preparation and query resolution. Stakeholder coordination is another significant aspect of the role, requiring coordination with credit for CAM approval, deferral waiver/extension, and addressing other customer requirements such as buyer's credit and TOD's. The role also involves activities related to E-Net, CMS, and cross-selling of other products to enhance customer engagement. The ideal candidate for this position should have experience in working capital, along with a background in B2B sales and business banking.,