Solution Manager – Affluent (CMS / Enterprise Business Solutions
Key Responsibilities
1. Business Development & Revenue Generation
* Drive CMS business across affluent and emerging client segments
* Support Relationship Managers (RMs) in acquiring and deepening client
relationships
* Achieve targets across fee income, liabilities, and CMS product penetration
* Identify cross-sell opportunities within the existing client base
2. Client Solutioning & Engagement
* Understand client requirements and provide end-to-end CMS solutions
* Design customised offerings across collections, payments, liquidity, and
digital banking
* Participate in client meetings and presentations along with RMs
* Ensure smooth onboarding and implementation of CMS mandates
3. Product & Process Management
* Coordinate with product, operations, and technology teams for execution
* Ensure adherence to internal compliance, risk, and regulatory guidelines
* Promote digital adoption and automation solutions for clients
* Address and resolve client service issues within defined TAT
4. Stakeholder Management
* Work closely with:
* Branch Banking teams
* Relationship Managers (Affluent / Business Banking)
* CMS / Product teams
* Operations & Implementation teams
* Act as a single point of contact for CMS-related solutioning
5. Market Intelligence & Strategy
* Track industry trends and competitor offerings in CMS space
* Provide feedback for product enhancements and recent solutions
* Identify emerging opportunities in affluent and SME segments
Eligibility Criteria
Education
* MBA / Postgraduate in Finance, Marketing, or related field
Experience
* 3 to 10 years of relevant experience in:
* Cash Management Services (CMS)
* Transaction Banking
* Corporate / Business Banking
* Client solutioning roles
Key Skills & Competencies
* Strong knowledge of CMS / Transaction Banking products
* Client engagement and solutioning ability
* Sales orientation and revenue focu