Relationship Manager – Bank Skillventory

The Corporate Institute; Delhi; On-site; INR 450,000 - 650,000; Full time

Job summary

The Corporate Institute is seeking a results-oriented Banking Relationship Manager to acquire new-to-bank customers in the SME segment, offering asset-based and transaction banking solutions. You will also provide guidance on Trade Finance and Treasury options, tailoring solutions to client needs.

You will collaborate with internal channels and external sources to originate leads, assess customer business models, and evaluate financials to identify appropriate opportunities while coordinating

Qualifications

• Acquire NTB SME customers with banking solutions (Asset based, Transaction Banking, Trade Finance, Treasury – FX).
• Collaborate with internal channels and open market sourcing for lead origination.
• Understand customers' business model and appraise financials to identify opportunities.

Responsibilities

• Engage with Credit & risk, Legal & technical teams, CAD, and GTS for onboarding.
• Ensure closure of deferrals and compliance with audits and statutory requirements.
• Provide a pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.

Job description

Job Description:

• To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury – FX)
• Collaborate with banks internal channels as well as open market sourcing for lead origination.
• To understand customers business model, appraise financials to identify suitable opportunities.
• Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.
• Ensure closure of deferrals & compliance to banks audits and statutory requirements.
• To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.