Relationship Manager - Business Banking Working Capital

HDFC Bank Limited; Mumbai; Sur place; INR 500 000 - 800 000; Plein temps

Résumé du poste

HDFC Bank Limited in Mumbai seeks a dynamic professional to expand and manage a portfolio of BBG relationships. You will acquire new asset relationships, drive targets, and ensure high-quality service to meet business objectives.

You will coordinate with branch teams, conduct structured client calls, review portfolio performance monthly, and maintain documentation pre- and post-disbursement to support cross-sell and product penetration.

Qualifications

• Experience in relationship management within corporate or SME banking.
• Strong analytical and negotiation skills.
• Ability to build long-term client relationships and cross-sell bank products.

Responsabilités

• Achieve business targets on volumes and profitability for BBG customers; generate leads via branches and CRM.
• Identify potential customers, enhance product penetration and strategize with branch teams.
• Review portfolio performance with product groups and supervisors monthly.
• Ensure documentation pre- and post-disbursement and cross-sell liabilities, corporate salary accounts, and other products.
• Build relationships with internal and external customers to ensure satisfaction.
• Prepare customer profiles, identify cross-sell opportunities, and resolve queries.
• Negotiate rates and charges with customers.

Description du poste

Acquire new asset relationships through various channels and manage a portfolio of 30-40 BBG relationships. Maintain high-net-worth relationship management to deliver quality service and achieve business objectives.

Role & responsibilities

1) Business Development

Achieve business targets on volumes and profitability for BBG customers; Generate leads through branch interaction, update CRM, and ensure lead conversion; Identify potential customers, enhance product penetration, and strategize with branch teams; Conduct structured client calls, update CRM, and assign tasks to departments; Review portfolio performance with product groups and supervisors monthly; Ensure documentation pre- and post-disbursement and cross-sum liabilities, corporate salary accounts, and other products.

2) Customer relationship management

Build relationships with internal and external customers to ensure satisfaction; Prepare customer profiles, identify cross-sell opportunities, and resolve queries; Negotiate rates and charges with customer.

Key Competencies

Relationship management, sales and influencing, analytical ability, interpersonal and negotiation skills, understanding of banking and SME sectors.