Portfolio Management • Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and Foreign exchange transactions. • Client servicing through the Bank’s “Outserve” mode with the aim of Customer delight. • Implementing cross sell opportunities and ensure that SCB gets the maximum share of the wallet. • Develop account plans for customer relationships with revenue and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded. • Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
Sales Management and Process adherence: • Responsible to ensure that all new and existing customer documents are as per group standards on KYC . • Awareness and compliance of all the policies and procedures issued in relation to money laundering prevention for customer transactions. • Maintain proactive relations with all internal and external customers. • Maintain standard MIS pack and follow the Sales Management Process.
Strategy Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
Business Build and deepen relationships with existing Business Clients to achieve increase in share of wallet and revenues.
• ANY GRADUATE WITH RELEVANT EXPERIENCE AS RELATIONSHIP MANAGER
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