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Peoplemint Consultants MumbaiKey Responsibilities: · Develop and manage relationships with clients, offering customized working capital solutions that align with their specific needs. · Analyze client financials to assess their working capital requirements, identifying areas for improvement and opportunities ...
- Achieve overall business targets on volumes and profitability for BBG customers
- Regularly interact with branches for lead generation, updates on leads in CRM, and ensure conversions following the complete lead conversion process
- Market scope and identify potential customers with wallet share for all BBG customers and product penetration strategy jointly with branch banking teams
- Follow the laid-down sales process, updating regular client calls for both existing and prospective clients, in a structured manner either individually or with support groups, branches, or supervisors
- Update calls in CRM systems for future guidance and monitoring of accounts and assign tasks & leads to other departments
- Monthly review with product groups and supervisors to ensure better product penetration
- Improve yield for the Bank to achieve a strong Return on Capital at the RM portfolio level
- Ensure cross-selling of complete liabilities, corporate salary accounts, other asset products, and Treasury Products to existing Relationships and its raised group accounts
- Increase IPH and CTG to ensure revenue maximization
- BUILD RELATIONSHIPS WITH INTERNAL AND EXTERNAL CUSTOMERS
- CLIENT SATISFACTION AND TAKE CARE OF ALL BANKING NEEDS OF THE CUSTOMER
- PREPARE CUSTOMER PROFILING SHEET AND IDENTIFY CROSS SELL AND REVENUE INCREASING OPPORTUNITIES
- CUSTOMER NEGOTIATION ON RATES AND OTHER ISSUES RELATING TO CHARGES
- DAILY SERVICING OF CUSTOMER W.R.T CHEQUE REFERRALS, CUSTOMER QUERIES RELATED TO BANKING, ISSUANCE OF CHEQUE BOOKS, MANAGING CASH DEPOSITION / WITHDRAWAL ISSUES, SOLVENCY CERTIFICATES, TRADE & FX TRANSACTION, ETC.
- Maintain high-level client satisfaction
Business Banking Relationship Manager - mumbai - Quotient Consultancy

Description
Business Banking Working Capital Relationship Manager (RM)
Job Purpose:
We are seeking an experienced Business Banking Working Capital Sales and Service portfolio professional to join our team. As a Business Banking Working Capital RM, you will be responsible for acquiring new asset relationships through various channels and managing a portfolio of 30-40 business banking groups (BBG) customers.
Key Responsibilities:
Customer Relationship Management:
Minimum 2-3 years of experience in Working Capital Sales and Service portfolio in a Private Sector Bank. Bachelor's degree in any field is required.
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