Relationship Manager-Mid Market-Sales

Position / Job Title (Proposed)

 

Mid Market -  Relationship Manager

Designation

 

 

Function

 

Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M4/M5/M6 Reporting To  Senior Relationship Manager- Mid Markets Location Coimbatore

 

 

 

 

About the Company/Business

Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs. 

 

                                                                 

 

2) Specification 

What are the areas (in quantitative terms) the job has an impact on?

 

RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions.

 

 

Key Deliverables 

 

• Acquisition of NTB clients – Asset & Liability 
• Manage existing portfolio, and grow SOH and CASA book 
• Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency
• Revenue delivery across products, ensure compliance to bank’s audits, statutory and regulatory requirements, 
• Develop Relationships and liaise with product and operations teams to provide customers experience of high standards.

 

 

 

 

 

 

Relationships 

 

External clients

Internal clients- BIU, Product, RMs, Leadership Team

 

 

Qualification and Experience

 

• CA/ MBA in finance/Marketing 
• 3-6 Years of relevant banking experience 

 

 

 

Job Skills 

 

RM role in Mid Markets team is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers. 

 

Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy

 

Must have knowledge of various corporate banking products like Forex, Trade, CMS etc 

 

Superior Relationship management skills 

 

Analytical and financial skills

 

Strong communication(Written and Oral) skills, Eye For detail