Relationship Manager - Working Capital Segment - Business Banking

Relationship Manager - Working Capital (Business Banking)

Hiring for a leading bank

- To achieve overall business targets on volumes and profitability for BBG (Business Banking Group) customers.

- To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following a complete lead conversion process.

- Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.

- RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.

- These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.

- Monthly review to be done with various product groups and supervisors who support the RM's portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.

- Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.

- Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure

- Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.