CBG:CB SRM

• 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 & Forex, CMS & 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

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

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