Commercial Banking Counselor, US based Bank

JOB TITLE: Commercial Banking Counselor

DEPARTMENT: LOCAL COMMERCIAL BANK, BRANCH BANKING

POSITION’S IMMEDIATE SUPERIOR --: COMMERCIAL BANK HEAD, WEST

BASIC JOB PURPOSE

- The purpose of the job is to own & drive Local Commercial Bank revenues for a set of Relationship Managers by acquiring, retaining & deepening the business banking relationships using the Commercial Bank product suite.

POSITION RESPONSIBILITIES

Primary responsibilities

- Deliver Fx, Trade Revenue and CA Balance Sheet goals as per plan

- To drive the Commercial Bank related priorities of the respective Relationship Managers’

- To drive business lending, trade and derivative product sales for branch customers

- Engage with the customer to ensure that the relationship is nurtured & deepened. Ensure that the product utilization is enhanced. Improve profitability per account.

- Engage on an ongoing basis with the RM & Acquisition Teams on selling strategies, identifying potential customers and converting leads

Secondary responsibilities

- Work closely with Product team in influencing the product launches /enhancements and support the product team in the roll out through process designs with strong controls

- Understand customer needs, explore and educate customer on relevant financial products customized to meet his business requirements.

- Training Sales teams on the Commercial Bank products

- Ensure that KYC/AML and other compliance norms are strictly adhered to

Most Frequent Contacts

Nature or Purpose

1. Branch Relationship Managers:

- Sales Calls/ identify the opportunity in the RM’s book

2. Branch Managers & Cluster Heads

- Identify the opportunity in the branch book and agree on target implementation and monitoring on a regular basis

3. Treasury

- To understand market movement and recommend rates to be charged to customers

4. Product Team

- To understand and influence product changes, customer mailer’s etc

5. Customers (mostly CFO, Directors or senior managers in the organization)

- To deepen and strengthen the relationship with customer and to influence the customer to bank primarily through us

If Interested, please send me your CV in WORD FORMAT and the following info:

Name:
Date of Birth:
Contact No:
Email id:
Qualifications:
Total work Exp.:
Exp. in commercial banking acquisition:
Exp. in trade sales:
Exp. in Forex sales:
Current Employer:
Current Designation:
Current CTC: fixed + variable
Expected CTC:
Notice period:
Current Location:
Open to working in Pune:
Open to working in Ahmedabad:
Open to working in Mumbai:

Paddy Dove
Apply@Paddydove.com
+91 823 7057 890

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