Reporting structure : Direct Reporting into Regional Sales Manager
No Direct Reportees :
Job role and responsibilities :
- Acquire & maintain customer relationship and understanding their needs for cross-sell
- Acquiring trade clients, assets, forex, portfolio management, and CASA values
- Sourcing current accounts and dealing in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc
- Customizing product as per the customer requirements
- Plan the activities to acquire New Client acquisition
- Providing support in all the operational activities of bank
- New client acquisition for working capital
- Coordinating with credit team and other related departments
- To deepen share of wallet for the acquired portfolio.
- To support/implement marketing initiatives and lead generation channels
- Sourcing business for credit proposals from corporate
- Act as single point for customer query resolution
Deliverables :
- Acquire and maintain business loans clients for the bank
- Perform various financing activities as per the customer's requirement
- Negotiate deals by interacting with people at various levels of the organization and outside environment
- Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance
Product/Customer Handled :
- Working capital, Term loan, Project finance
- Retail business loans clients between 0 to 2 cr. of lending size of business
Desired knowledge/technical expertise in areas of- Working capital/ business banking, Credit Marketing, first level of credit appraisal
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