Role Details:

The profile includes acquiring new trade & Forex relationships for the bank backed by working capital & trade finance products (fund based & non-fund based). As a Relationship Manager the job role includes credit analysis of new client's basis their financial statements, getting sanction of credit limits, managing the credit limits utilisation and also generating fee based income for the organisation.

Overall Job Description

- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.

- Sourcing Trade, Forex customers & thereby generating fee based income.

- Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.

- Handling Trade based queries from the Branch & increase Forex revenue by smoothing transactions process by proactive liaison with Forex service cell, SPOPS & Credit departments.

- Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank.

- Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income.

- Providing the clients fund and non-fund based working capital facilities for business operations

- Analysing the financial statements and preparing credit scoring for companies.

- Maintaining Healthy portfolio by Monitoring existing clients, periodical reviews/renewals of existing limits, Unit visits, & discuss with clients for suggesting corrective measures if any for mutual benefit.Role Details:

The profile includes acquiring new trade & Forex relationships for the bank backed by working capital & trade finance products (fund based & non-fund based). As a Relationship Manager the job role includes credit analysis of new client's basis their financial statements, getting sanction of credit limits, managing the credit limits utilisation and also generating fee based income for the organisation.

Overall Job Description

- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.

- Sourcing Trade, Forex customers & thereby generating fee based income.

- Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.

- Handling Trade based queries from the Branch & increase Forex revenue by smoothing transactions process by proactive liaison with Forex service cell, SPOPS & Credit departments.

- Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank.

- Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income.

- Providing the clients fund and non-fund based working capital facilities for business operations

- Analysing the financial statements and preparing credit scoring for companies.

- Maintaining Healthy portfolio by Monitoring existing clients, periodical reviews/renewals of existing limits, Unit visits, & discuss with clients for suggesting corrective measures if any for mutual benefit.

EDUCATION

Essential requirement: Graduate/MBA/PGDM

- Managing Current Account Portfolios of the Branch for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income.

- Aggressive Team Player.

- Excellent communication skills.

- Developing and Implementing effective sales strategies

- Establish productive and professional relationships with key personnel in assigned customer accounts

- Solid customer service attitude with excellent negotiation skills

- Good understanding of company systems policies, procedures and standards

- Proficient in work scheduling, change control, problem resolution

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