Banking Partner - Business Owner (Working Capital & TFX)

The profile includes acquiring new trade & Forex relationships / High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) for the bank. As a Relationship Manager the job role includes Sales and service to customers of any banking product requirement.

Skills

• TFX and Assets knowledge
• Working Capital (Fund based and Non fund based)
• Imports/Exports/ Bank Guarantees/ Letter of Credit/ Capital Account Transactions
• Portfolio Management and New to Bank acquisition for business.

Role & responsibilities

• Managing customer relationships & addressing both service & sales queries for customers with an objective to Acquire, engage & retain customers.
• Sourcing Trade & Forex customers, High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) & thereby generating fee based income.
• Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.
• Handling Trade based queries.
• Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income.
• Providing the clients fund and non-fund based working capital facilities for business operations
• Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI and other products .
• Maintaining Healthy portfolio by monitoring transactions / Inflow outflow.
• Managing Current Account Portfolios of the Mapped customers for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income.

Location: Across Mumbai

Share your cv at shramika.shrivastav@indusind.com