Leading Bank requires RM's/Wealth/Casa/NRI

V Konnect; Mumbai; In loco; INR 900.000 - 1.300.000; Tempo pieno

Descrizione del lavoro

V Konnect in Mumbai seeks a seasoned Banking Relationship Manager to lead Liabilities & Investment growth among branch and retail customers. You will manage relationships, deliver service excellence, and drive cross-sell of Trade, CMS, Forex, Treasury, and Wealth products.

The role targets NTB acquisition from SMEs, corporations, and local markets, while maintaining AQB and CASA metrics and expanding NRI referrals through networks and overseas channels.

Mansioni

• Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Client Acquisition: Source New-to-Bank (NTB) asset and liability relationships, specifically targeting businesses with turnovers between INR 25 Crore and INR 50 Crore.
• Revenue Generation: Drive Net Interest Income (NII) and fee income by cross-selling Trade, Cash Management (CMS), Forex, Treasury, and Wealth/Insurance products.
• Client Acquisition: Source new-to-bank (NTB) current accounts from small-medium enterprises (SMEs), corporations, and local business markets.
• Portfolio Growth: Build and maintain high Average Quarterly Balance (AQB) and healthy CASA ratios across assigned client accounts.
• Client Acquisition: Finding new Non-Resident Indian (NRI) clients through referrals, networking, and overseas channels.
• Portfolio Management: Managing NRE and NRO accounts, tracking client fund movements, and tracking visits to India.

Descrizione del lavoro

Role & responsibilities

• - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.


• - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.


• - Client Acquisition: Source New-to-Bank (NTB) asset and liability relationships, specifically targeting businesses with turnovers between INR 25 Crore and INR 50 Crore.


• - Revenue Generation: Drive Net Interest Income (NII) and fee income by cross-selling Trade, Cash Management (CMS), Forex, Treasury, and Wealth/Insurance products.


• - Client Acquisition: Source new-to-bank (NTB) current accounts from small-medium enterprises (SMEs), corporations, and local business markets.


• - Portfolio Growth: Build and maintain high Average Quarterly Balance (AQB) and healthy CASA ratios across assigned client accounts.


• - Client Acquisition: Finding new Non-Resident Indian (NRI) clients through referrals, networking, and overseas channels.


• - Portfolio Management: Managing NRE and NRO accounts, tracking client fund movements, and tracking visits to India.