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Jan 16th
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Job summary

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

Business Banking Advisor

About this job

Job Description


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
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