Relationship Manager
Roles and Responsibilities:
- Source New to Bank customers and build the IBG 3 by selling asset, trade, cash management and forex etc. to the customers.
- On board clients with a clear account plan highlighting the revenue potential , risks and mitigants.
- Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank.
- Thorough monitoring of accounts sourced.
- Keep track on customer's business and report any early warning signals.
- Ensure that the covenants and conditions prescribed by the credit team are consistently met.
- Adherence to strict KYC/AML requirements.
- MIS to be provided to the central team for further reporting, within the stipulated guidelines.
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