Affluent Relationship Manager - Business Banking - Pan India

• Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.
  
• Managing Commercial, Trade & Current Account relationships in the business banking segment
  
• Generating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.
  
• Attaining, acquiring & retaining New Trade Finance & FOREX clients
  
• Trade & Forex- Bank Guarantee & Remittances
  
• Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations
  
• Generate the revenue for the Bank through remittances and other cross sell products
  
• Customizing product as per the customer requirements
  
• Plan the activities to acquire New Client acquisition
  
• Providing support in all the operational activities of the bank
  
• Providing support to subordinates for acquiring new quality current accounts (value buildup)
  
• Wealth portfolio and acquiring NTB Relations for Revenue generation.
  
• Generating revenue through cross selling assets and trade forex to all the portfolio customers.
  
• Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, de-mat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement.
  
• Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials.
  
  

Requirements

Benefits