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Relationship Manager-Mid Market-Sales

Job Description - Relationship Manager-Mid Market-Sales

Description




































Position / Job Title (Proposed)


 

Mid Market -  Relationship Manager

Designation


 

 

Function


 

Corporate Banking-Sales
SegmentWholesale Bank
DivisionWholesale Bank
GradeM4/M5/M6
Reporting To Senior Relationship Manager- Mid Markets
LocationCoimbatore

 


 


 


 











About the Company/Business

Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs. 


 


                                                                 


 


2) Specification 


What are the areas (in quantitative terms) the job has an impact on?


 








RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions.

 


 


Key Deliverables 


 



  • Acquisition of NTB clients – Asset & Liability 

  • Manage existing portfolio, and grow SOH and CASA book 

  • Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency

  • Revenue delivery across products, ensure compliance to bank’s audits, statutory and regulatory requirements, 

  • Develop Relationships and liaise with product and operations teams to provide customers experience of high standards.


 








 

 


 


 


 


Relationships 









 


External clients


Internal clients- BIU, Product, RMs, Leadership Team


 


 


Qualification and Experience









 



  • CA/ MBA in finance/Marketing 

  • 3-6 Years of relevant banking experience 


 


 


 


Job Skills 









 


RM role in Mid Markets team is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers. 


 


Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy


 


Must have knowledge of various corporate banking products like Forex, Trade, CMS etc 


 


Superior Relationship management skills 


 


Analytical and financial skills


 


Strong communication(Written and Oral) skills, Eye For detail


 


 


 


 


 



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