Leading BANK Business Banking RM (Working Capital/ SME)
LOCATION : Pune
Interested please drop your CV at firstname.lastname@example.org
Job role - Relationship Manager - Business Banking
The role primarily involves
Managing a portfolio of between 20-35 BBG credit relationships. The number of relationships managed depends on the geography covered and branches mapped to the RM.
HNW relationship management of the BBG customers
Addition of 1 new credit relationships per month
When the portfolio size reaches 40 credit relationships, the portfolio is split into 2 and an RM/SM is added to takeover part of the relationships.
The HNW relationship management of the BBG relationship includes,
- Cross sell of CASA to the group companies of the BBG customers, and to the
promoter family members.
- Growth of the CASA balances of the group
- Day-to-day servicing of all the group accounts at the branch
- Cross sell of other asset products, investment products and non-income products to the HNW group being managed by the RM.