HR Recruiter at AV Global Advisory Services
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Relationship Manager - Sales - BFS (4-8 yrs)
Role : Relationship Manager Current Account , Trade and Forex
- Experience in handling Current Account , Trade and Forex in current organization
CTC : 10 Lakhs
Location : Hyderabad
About the Role :
- The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management.
- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience.
Key Responsibilities :
- Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards.
- Maintain complete customer profile including the risk profile, demographics and assets in the bank.
- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
- Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers by converting referral leads.
- Achieve targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Coordinate with Service Team to resolve any issue raised by the client.
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
