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Job summary

Location:
Mumbai, Chennai, Hyderabad / Secunderabad, India, Asia
Career Level:
Executive (SVP, EVP, VP etc)
Education:
Bachelor's Degree
Job type:
Full time
Positions:
1
Salary:
Negotiable

Business Banking Advisor

About this job

Job Description

Objectives:

To advise clients on products and services available on Business Banking,ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

Key Deliverables: 

  • The objective of this job is to increase overall financial revenue being generated from the set of clients mapped/acquired along with Current Accounts, Trade & Forex and Business Loans targets by means of: 
  • Making recommendations to clients on best suitable products/services (existing as well as new) as per their business requirement
  • Building a healthy GL book Current Account and Fixed deposit
  • Building a healthy asset base Secured and unsecured loans 
  • Seamless and superior service delivery
  • Compliance with key regulatory and bank level requirements
  • Achieving the target set on Current Accounts, Trade/Forex and Business Loans
  • Providing coverage to the Wealth Relationship Managers ( WMs) mapped to him and the corresponding clients mapped to the WMs.
  • Contacting clients and setting up meetings.
  • Conducting in-depth reviews of clients Business based on existing Financial Profiler by analysing information and preparing plans best suited to clients' requirements
  • Designing financial strategies and structure the offering in a cost-effective manner
  • Researching information from various sources on Business Banking
  • Promoting and selling Business Banking products to meet given sales targets
  • Keeping up to date with Business Banking products and legislation
  • Resolution of queries of all mapped clients within TAT specified
  • Ensure compliance through regular process checks and self-audit scores.

Desired Profile

Skills and Abilities:

  • Regular updation of call reports in relevant system
  • Need based product approach towards clients and regular reporting of product penetration
  • Mandatory certifications 
  • Managing relationships to improve relationship value of existing customers
  • Train, coach the existing WMs as well new by conducting the workshops on Business Banking.

Education Qualification: Graduates / MBA Full Time 

Work Experience: 9 yrs & above.

Experience 9 - 11 Years

Industry Type Banking, Financial Services, Broking

Role Corporate Advisory Manager

Functional Area Financial Services, Banking, Investments, Insurance

Education UG - Any Graduate - Any Specialization 

PG - Any PG Course - Any Specialization 


Job keywords/tags:  Business Banking , CRM , Financial Revenue
Developed by Figo Mago at www.tandolin.co.za

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