Solutions Manager - Affluent

Job Description:

Key Responsibilities:

• Business Development & Revenue Generation
  • Drive CMS business across affluent and emerging customer segments.
  • Support Relationship Managers (RMs) in acquiring new clients and enhancing existing relationships.
  • Achieve targets related to fee income, liabilities, and product penetration.
  • Identify cross-sell and upsell opportunities within the existing client base.
• Client Solutioning & Engagement
  • Understand customer requirements and provide end-to-end CMS solutions.
  • Design customized solutions across:
  • Collections
  • Payments
  • Liquidity Management
  • Digital Banking Services
  • Participate in customer meetings and presentations with RMs.
  • Ensure smooth onboarding and implementation of solutions.
• Product & Process Management
  • Coordinate with Product, Operations, and Technology teams for execution.
  • Ensure compliance with risk, regulatory, and internal guidelines.
  • Promote digital adoption and automation solutions.
  • Resolve client servicing issues within defined turnaround times.
• Stakeholder Management
  • Work closely with:
  • Branch Banking Teams
  • Affluent/Business Banking Relationship Managers
  • CMS & Product Teams
  • Operations & Implementation Teams
  • Act as the single point of contact for CMS-related solutioning.
• Market Intelligence & Strategy
  • Track industry trends and competitor offerings.
  • Provide feedback for product enhancements.
  • Identify emerging opportunities within affluent and SME segments.

Major KPIs:

• CMS Revenue Growth
• Fee Income Achievement
• Client Acquisition & Activation
• Product Penetration Ratio
• Onboarding TAT
• Customer Satisfaction Score

Key Skills:

• CMS / Transaction Banking knowledge
• Client engagement and solutioning
• Sales and revenue orientation
• Stakeholder management
• Analytical and problem-solving skills
• Understanding of banking regulations and compliance