Account Manager - Commercial Banking Group - Private Bank

Company: Private Bank

Group: Commercial Banking Group

Role: Account Manager

Grade: Deputy Manager / Manager

Location: Delhi / Ludhiana

Job Role and Responsibilities:

- To source new corporate relationships for the bank

- To increase revenue from the existing relationships and explore different business opportunities with existing clients

- To offer a customized service offering to the client meeting the clients requirements, ensuring client retention

Deliverables:

- Responsible for getting new customers onboard

- Perform various activities as per the customer's requirement

- Maintain number of current account (CA) balance

- Increase wallet share by selling products to the customer

- Managing the relationship with the customers by maintaining the percentage of wallet share (manages 15-20 customer each)

- Manage trade finance, general blog operation for cash management services i.e., working capital cycle of the company

Skills and Competencies:

- Knowledge of trade finance and cash management process.

- Ability to understand client's requirement

- Credit Knowledge: To assess the company's financials (i.e. loss, rating, PAT (profit after tax) etc. of the company)

Educational Qualifications: MBA/ CA