Talent.com
CBG:CB RM
CBG:CB RMConfidential • Kolkata, India
CBG : CB RM

CBG : CB RM

Confidential • Kolkata, India
30+ days ago
Job description

About Commercial Banking Group :

The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc

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 Skills

  • Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients
  • Communication : Excellent verbal and communication skills for conveying complex concepts clearly
  • Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.
  • Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
  • Problem-Solving Abilities : Strong analytical and problem-solving skills to address client needs and challenges.

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 and Forex, CMS and 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
  • Qualifications :

    Optimal qualification for success on the job is :

  • Graduate / Post-Graduate from a recognized institute
  • Experience in Business Banking, Treasury and Foreign exchange field is preferred
  • Role Proficiencies :

    For successful execution of the job, the candidate should possess the following :

  • Knowledge of banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills.
  • Skills Required

    Refer to the Job Description

    Create a job alert for this search

    Rm • Kolkata, India

    Related jobs
    Sales Manager, Punjab - NBS

    Sales Manager, Punjab - NBS

    Confidential • Kolkata, India
    Responsible for growth and expansion of direct sales and profit margins within assigned accounts and / or territory / region on products or services. Establishes professional relationships with key pers...Show more
    Last updated: 19 days ago • Promoted
    RB-LS : Business Development Manager-SA

    RB-LS : Business Development Manager-SA

    Confidential • Kolkata, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show more
    Last updated: 27 days ago • Promoted
    RPMG : Circle Portfolio Manager - CBG

    RPMG : Circle Portfolio Manager - CBG

    Confidential • Kolkata, India
    About Retail Portfolio Management Group.The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others...Show more
    Last updated: 14 days ago • Promoted
    PCG Advisor, B2B Franchisee Partner Alliance - Equity

    PCG Advisor, B2B Franchisee Partner Alliance - Equity

    Confidential • Chennai, Hyderabad / Secunderabad, Telangana, Kolkata
    Franchisees, IFA (Independent Financial Advisors) & Remisers.Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products a...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Kolkata, India
    Preferred Relationship Manager.To acquire Preferred clients (Affluent & Super Affluent).To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred cli...Show more
    Last updated: 30+ days ago • Promoted
    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Confidential • Kolkata, India
    We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show more
    Last updated: 17 days ago • Promoted
    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    Confidential • Kolkata, India
    We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relat...Show more
    Last updated: 10 days ago • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Kolkata, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show more
    Last updated: 27 days ago • Promoted
    Acquisition Relationship Manager - NR

    Acquisition Relationship Manager - NR

    Confidential • Nadiad, Kolkata
    An Acquisition Relationship Manager for Non-Resident (NR) business is responsible for acquiring new Non-Resident Indian (NRI) clients for a bank, managing their financial needs, and growing their p...Show more
    Last updated: 14 hours ago • Promoted • New!
    RB - Cards : CC Sales Manager

    RB - Cards : CC Sales Manager

    Confidential • Kolkata, India
    The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank.The Bank offers a wide range of cards designed for the customers' specific needs along with offer...Show more
    Last updated: 14 days ago • Promoted
    Relationship Manager

    Relationship Manager

    KG Engineering & Consultancy • Kolkata, West Bengal, India
    Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts. Selling investment products like.Cold calling and meeting customers on a ...Show more
    Last updated: 6 days ago • Promoted
    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Kolkata, India
    We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients,...Show more
    Last updated: 23 days ago • Promoted
    RB-Affluent Business : Senior Relationship Manager-NRI

    RB-Affluent Business : Senior Relationship Manager-NRI

    Confidential • Kolkata, India
    Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solution...Show more
    Last updated: 2 days ago • Promoted
    Senior Manager - Markets - National - CBS - BMC - Enablement - Kolkata

    Senior Manager - Markets - National - CBS - BMC - Enablement - Kolkata

    Confidential • Kolkata, India
    As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world.This starts with a cultur...Show more
    Last updated: 5 days ago • Promoted
    ASM West Bengal

    ASM West Bengal

    Confidential • Kolkata
    We are looking for a dynamic and results-driven.The ideal candidate will manage both primary and secondary sales, strengthen distributor relationships, and ensure high-quality market execution alig...Show more
    Last updated: 30+ days ago • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    Confidential • Chakapara, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show more
    Last updated: 27 days ago • Promoted
    RB-LS : Service RM - Corporate Salary

    RB-LS : Service RM - Corporate Salary

    Confidential • Kolkata, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show more
    Last updated: 14 hours ago • Promoted • New!
    RB - Affluent Business : Relationship Manager - NRI

    RB - Affluent Business : Relationship Manager - NRI

    Confidential • Kolkata, India
    Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solution...Show more
    Last updated: 30+ days ago • Promoted