Reports to: Branch Manager-Transaction Banking
Job Role and Responsibilities:
To source new corporate relationships for the bank
To increase revenue from the existing relationships and explore different business
opportunities with existing clients
To offer a customized service offering to the client meeting the clients requirements,
ensuring client retention
Deliverables:
Responsible for getting new customers onboard
Perform various activities as per the customers requirement
Maintain number of current account (CA) balance
Increase wallet share by selling products to the customer
Managing the relationship with the customers by maintaining the percentage of wallet
share (manages 15-20 customer each)
Manage trade finance, general blog operation for cash management services i.e.,
working capital cycle of the company
Skills and Competencies:
Knowledge of trade finance and cash management process.
Ability to understand clients requirement
Credit Knowledge: To assess the companys financials (i.e. loss, rating, PAT (profit
after tax) etc. of the company)