Business Clients Area Advisor

PrimeTalentBridge; Bengaluru; Hybrid; INR 1,200,000 - 2,400,000; Full time

Job summary

PrimeTalentBridge is seeking a Business Clients Area Advisor, AS in Bengaluru on a hybrid, full-time basis. The role focuses on enhancing the value of the trade account portfolio and overseeing a team of Sales Managers across the Banking vertical.

The incumbent will advise on credit solutions, assess loans, and work with cross-functional teams to tailor products and platforms for clients. Excellent English communication and 5–7 years of relevant experience are essential.

Qualifications

• Graduation is required.
• 5-7 years of experience in the relevant field.
• DSA channel experience is mandatory.
• Experience with mortgage loans preferred.

Responsibilities

• Lead and manage a team of 5–6 Sales Managers.
• Advise on credit-related client solutions and assess loans within credit processes.
• Guide teams in developing bespoke products/solutions/platforms.
• Collaborate with cross-functional teams to ensure bank/client needs are met.

Skills

Excellent communication

AI tools

Education

Graduation

Job description

Business Clients Area Advisor, AS

Location: Bengaluru, Karnataka, India
Work Arrangement: Hybrid
Employment Type: Full-time

About the Role

One of our banking clients is looking for a Business Clients Area Advisor, AS to join their team in Bengaluru.

Branch Banking is the liability business operating across multiple locations in India and serving customers through Personal Banking, Private Banking and Business Banking. The primary objective of this role is to enhance the value of the existing trade account portfolio.

Key Responsibilities

• Team handling role, looking out for Area Sales Manager.

• Minimum 5 years of experience in Mortgage Loan.

• Advise on credit-related client solutions and assess loans from an income and risk perspective, within the existing credit processes.

• Advise and guide teams in the development of bespoke products/solutions/platforms.

• Manage a team of 5 to 6 Sales Managers.

• Candidate needs to have team handling experience of minimum 3 years.

• DSA channel experience is mandatory.

• Ticket size - minimum 1 CR.

• Target companies - StanC, HDFC and Bajaj.

• Work with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients.

Skills & Experience

• Excellent communication skills in English and well groomed.

• Minimum qualification required: Graduation.

• Minimum experience: 5-7 years in the relevant field.

• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How We'll Support You

• Training and development to help you excel in your career.

• Coaching and support from experts in your team.

• A culture of continuous learning to aid progression.

• A range of flexible benefits that you can tailor to suit your needs.