Relationship Manager

·      Acquire and manage Mid Corporate customers for their banking and financing requirements.

·      Act as a single point of contact for all banking needs of assigned customers.

·      Build strong customer relationships and drive business growth through Trade Finance, Working Capital, Cash Management, and Treasury solutions.

·      Identify cross-sell opportunities and deepen customer engagement to increase revenue.

• Conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction. 

·      Monitoring and reduce compliance pending of bill of entry and export bills

·      Acquire and manage Mid Corporate customers for their Working Capital, Trade Finance, Cash Management, and Treasury requirements.

·      Assess and cater to customer needs for fund-based and non-fund-based credit facilities.

·      Manage the complete customer lifecycle, including acquisition, onboarding, activation, relationship deepening, and retention.

·      Increase wallet share and drive revenue growth from new and existing Mid Corporate customers.

·      Acquire new Mid Corporate relationships and strengthen existing customer portfolios.

·      Facilitate seamless execution of trade and transaction banking services for customers.

·      Promote Treasury solutions, including Foreign Exchange and Hedging products, to meet customer requirements.

·      Provide Cash Management and Transaction Banking solutions to enhance customer engagement and operational efficiency.

·      Track business performance against assigned targets and portfolio growth.

·      Prepare and maintain customer pipeline and MIS reports.

·      Identify opportunities to increase customer wallet share and revenue.

·      Promote adoption of digital banking and transaction banking solutions.

·      Ensure timely and accurate updates of customer information in bank systems.

·      Use data and market insights to identify new business opportunities and improve productivity.

·      Strong stakeholder management and relationship-building skills.

·      Ability to work effectively with cross-functional teams to achieve business objectives.

·      Customer-centric approach with a focus on delivering quality service.

·      Proactive and result-oriented mindset with strong accountability.

·      Effective communication, negotiation, and influencing skills.

·      Ability to prioritize tasks and manage multiple customer requirements efficiently.

·      Ensure compliance with regulatory requirements and bank policies.

·      Maintain proper KYC, documentation, and account hygiene.

·      Adhere to credit, risk, and operational guidelines.

·      Monitor customer accounts regularly and highlight any exceptions.

·      Ensure timely closure of audit and compliance observations.

·      Follow ethical business practices and maintain high governance standards.