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Relationship Manager Full-time Job

1 year ago NBFC Pune   120 views
Job Details

Job Description


Key Accountabilities

Actively source for prospects via cold calling, personal network and via partners' network. Get 20 NCAs a month

Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out.

Build and maintain good relationships with partners to ensure regular flow of good quality prospects for acquisition

Go extra mile to service prospects and customers to ensure good relationships and impression of DBS SME Bank

Be an avid advocate of DBS SME Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers' needs

Experience

Good understanding of the sales process through preferably prior sales experience of 2- 3 years

Prior Liabilities, Cash Management or transaction banking selling experience is desirable

Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.

Education / Preferred Qualifications

A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.

Core Competencies

Customer-centric, not product-centric

Good technical knowledge of cash management/ transaction banking business

Good team worker

Good customer and relationship management skills.

Good interpersonal and communications skills.

Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods

Well versed in AML risk

Technical Competencies

Basic understanding of transaction banking products and associated technology platforms and operational procedures

Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical.

Knowledge

of financial markets and products to assist in meaningful dialogue with clients

Work Relationship

Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations, Finance, Legal etc, so as to ensure seamless delivery of products to client

Establish rapport with our clients so as to win their business, confidence and trust.

Company Description
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