BASIC INFORMATION Transaction Banking Group Job Title Cash Management Product Sales Functional Title AVP/VP Grade AVP/VP Management Band Junior/Middle Management Business Unit Transaction Banking Group Division Department CMS Corporate Sales Location Ahmedabad Reporting to Senior Vice President No. of Direct Reports SECTION II: ROLE SUMMARY To work closely with wholesale Banking relationship team and provide Cash management solutions across Government, Emerging Large Corporates (ELC) E-Com & Non-E-Com clients. To drive Transaction Banking solutions and generate Liability business for the Bank. Contribute towards CASA Balances and Fee income by scoping & targeting clients in the existing segment. Core Responsibilities
• Generate & Grow CASA balances & FEE income.
• Scope Existing portfolio + Acquire NTB clients by providing Transaction Banking Solutions.
• Knowhow of digital banking products and services.
• Providing need-based CMS product solutions (collection & payment products) for Corporate & Government Client.
• Gathering market knowledge on how segments perform to adapt to situations.
• Provide inputs on Sales and Strategy to product team for building & innovating transaction banking products & services.
• Articulate and execute business strategy covering product development & sales.
• Work in tandem with service delivery, operations, product and internal stakeholders to provide seamless solutions
• Identifying strategic alliances for delivery of innovative solutions to clients. People Management Or Self-Management Responsibilities
• Ensuring timely sales calls logging, Pipeline Updation and ensure NIL deferrals
• Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management. Risk And Internal Control Responsibilities
• Coordinating on aspects related to risk management and adherence to policies,



framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines. SECTION IV: KEY INTERACTIONS Key Internal Interactions Purpose of Interaction Risk Management
• For coordinating on aspects related to risk management in various deals on a monthly basis to ensure adherence to risk and regulatory framework/ guidelines Legal Risk Management
• For coordinating and resolving any legal aspects to ensure adherence to regulatory framework and guidelines Need basis YSB/HCM
• For rewarding good performers. For identifying the training / leadership development requirements and the hiring needs. Product Team
• For all product related queries, suggestions and also for developing particular contest to drive business numbers. Key External Interactions Purpose of Interaction Clients/ Customers
• For understanding the financial needs of the customer to provide suitable solutions and long term relationship management by driving cross sell initiatives Dealers/ DSAs/Vendors
• For building and maintaining relationships and seek out current business opportunities SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications
• Bachelor’s degree in any field
• Master’s degree is preferred Language Skills
• Written and spoken English is essential Experience Years of Experience
• 5
- 10 years of relevant experience in Servicing corporate clients/CMS Sales or Product/Program Management with at most being in a Corporate Banking / Servicing workplace. Strong product knowledge and market understanding of CMS products (API & Digital Solution) and digital banking suite. Nature of Experience
• Corporate Banking Sales, Service RM , Cash Management/Digital Banking product offering Experience , Customer servicing will be mandatory for at least 6 years.

📌 Product Sales Manager (Noida)
🏢 Yes Bank
📍 Noida