Manager/Senior Manager/Chief Manager - Wealth Management - Business Banking

Manager / Sr manager / Chief Manager - Wealth Management - Business Banking

Background :

- The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for business banking opportunities.

- Given that SME is a major thrust area for Wealth and that the primary drivers in this segment are around business banking, we have started to hire Relationship Managers (Sales) within the Banking Solutions vertical.

- The mandate to this team is to increase the penetration of the Wealth division in the SME segment by acquiring and managing these relationships with a focus on their business banking needs.

Acquisitions :

- Acquisition of Emerging Corporate Profile customers

- Originate NTB prospects through direct sourcing and open market channels

- To sell Banking products (Treasury - FX, Asset-based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)

- Collaborate with captive channels like branch banking, privy etc. for lead origination.

- Build rapport with key decision-makers (promoters, CFOs etc.)

- Understand and monitor client business and financials for ensuring suitable and timely solutions or corrective action

- Collaborate with trade finance, CMS, operation, treasury, legal and branch banking team for seamless customer service

- Closely work with credit team for managing client expectation and effective risk management

- Referral generation from existing portfolio

- Monitoring portfolio performance

- Deepening of existing relationship

- To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries

- To have an understanding of industry segments/clusters for reaching out to targeted corporate customers

- To be constantly abreast of general economic and market indicators

Job Requirements :

- Overall 3 to 8 years of Banking experience

- Excellent written and oral communication skills

- Good understanding of Current Accounts & Business Banking & related products such as trade, CMS, credit, forex would be an added advantage

- Sales orientation is a must

- High energy and drive

- Self-motivated with a passion to achieve

- MBA / Graduate