About the role
Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager Emerging Corporate
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#
Educational qualifications preferred
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
- Develop and maintain strong relationships with emerging corporate clients to understand their financial needs and business objectives.
- Identify and pursue new business opportunities within the emerging corporate segment to achieve sales targets and expand the bank's market share.
- Conduct detailed financial analysis and risk assessment to recommend appropriate banking products and services.
- Collaborate with internal teams including credit, operations, and product specialists to deliver customized financial solutions.
- Monitor client portfolios regularly to ensure satisfaction and identify opportunities for cross-selling and upselling.
- Prepare and present detailed proposals and presentations to clients, highlighting the bank’s value proposition and product offerings.
- Stay updated on industry trends, regulatory changes, and competitor activities to provide informed advice to clients.
- Ensure compliance with all regulatory and internal policies while managing client relationships and transactions.
- Provide timely resolution of client queries and issues to maintain high levels of client retention and trust.
- Report on sales performance, client feedback, and market intelligence to senior management for strategic decision-making.
- Corporate Relationship Management
- Financial Analysis and Risk Assessment
- Business Development
- Credit Evaluation
- Client Portfolio Management
- Cross-Selling and Upselling Techniques
- Regulatory Compliance
- Negotiation and Presentation Skills
- Market Research and Competitive Analysis
- Customer Service Excellence
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.
- Minimum of 5 years of experience in relationship management or sales within the financial services sector, preferably with exposure to corporate banking.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
- Physical: #*Physical*#
- Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
Other details
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#