Relationship Manager - Working Capital - Business Banking Group

Job Description :

The role primarily involves

- Managing a portfolio of existing BBG credit relationships. The number of relationships managed depends on the geography covered and branches mapped to the RM.

- HNW relationship management of the BBG customers

- The HNW relationship management of the BBG relationship includes,

- Cross sell of CASA to the group companies of the BBG customers, and to the promoter family members.

- Growth of the CASA balances of the group

- Day-to-day servicing of all the group accounts at the branch

- Cross sell of other asset products, investment products and non-income products to the HNW group being managed by the RM.

Activities :

- Regular Branch interaction for lead generation for BBG and updates on the leads.

- Updating LTS and conversion of leads generated by the branches

- Cam Preparation & query resolution