Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade
M4/M5/M6 Reporting To Senior Relationship Manager- Mid Markets Location
Coimbatore
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, productive solutions to ensure clients
are happy
Must have knowledge of various corporate banking products like Forex, Trade, CMS
etc