24 Jan 2024
SYZw
Relationship Manager, 3 to 5 years in Delhi
Delhi
4-5 Years
Chartered Accountant, MBA marketing, Banking, communication skill, Relationship Manager – Finance, Finance
Job Description
Position: Relationship Manager
Qualification: CA/ MBA in finance/Marketing
Experience: 3 to 5 years
Location: Delhi
Job description
Qualification: CA/ MBA in finance/Marketing
Experience: 3 to 5 years
Location: Delhi
Job description
Role & responsibilities
RM is responsible for new client acquisition
• Key Deliverables –
• Develop sourcing channels & acquire NTBs via Alliance Channel Partners vis. Investment Promotion Agencies, Banks, Legal Houses, Consultants, CAs,
Embassies, Chambers, Trade Agencies etc..
• Candidates should have a good connect with above partners and have a fair knowledge of FDI, ECBs and other FEMA guidelines.
• Responsible for Client Relationship on-boarded during the year and to generate revenues as per KRAs (Lending / Fee Income on products like FX, CMS,
Trade Finance etc)
• Responsible for account profitability and ensuring nil delinquency.
• Own the Channel Partners relationship as a SPOC for all their referral client needs and upsell product solutions, cross sell Privy, Salary and Wealth accounts.
• Interacting with other internal functions like BIU, Product, Credit, Operations, Legal etc.
Job Requirment
• CA / MBA in Finance or Marketing. Should have 3-5 years of relevant banking experience
• Sound communication, presentation and networking skills
• Ability to develop and deepen relationships with Channel Partners and CXO levels in the company
• Understand MNC markets trends; Anticipate and analyze channel partner and client needs and expectations
• High persistence to ensure deal conversion/closure from referred clients from channel partners
RM is responsible for new client acquisition
• Key Deliverables –
• Develop sourcing channels & acquire NTBs via Alliance Channel Partners vis. Investment Promotion Agencies, Banks, Legal Houses, Consultants, CAs,
Embassies, Chambers, Trade Agencies etc..
• Candidates should have a good connect with above partners and have a fair knowledge of FDI, ECBs and other FEMA guidelines.
• Responsible for Client Relationship on-boarded during the year and to generate revenues as per KRAs (Lending / Fee Income on products like FX, CMS,
Trade Finance etc)
• Responsible for account profitability and ensuring nil delinquency.
• Own the Channel Partners relationship as a SPOC for all their referral client needs and upsell product solutions, cross sell Privy, Salary and Wealth accounts.
• Interacting with other internal functions like BIU, Product, Credit, Operations, Legal etc.
Job Requirment
• CA / MBA in Finance or Marketing. Should have 3-5 years of relevant banking experience
• Sound communication, presentation and networking skills
• Ability to develop and deepen relationships with Channel Partners and CXO levels in the company
• Understand MNC markets trends; Anticipate and analyze channel partner and client needs and expectations
• High persistence to ensure deal conversion/closure from referred clients from channel partners