Acquire new-to-bank SME customers by sourcing leads, understanding business models, appraising financials, and recommending banking solutions including lending, transaction banking, trade finance, and treasury products. Coordinate with credit, risk, legal, technical, operations, and compliance teams to onboard customers, close documentation deferrals, meet audit requirements, and transition customers to portfolio management.
Wholesale Banking – SME –Acquisition Relationship Manager
Grade – Manager/Senior Manager/Chief Manager
SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR.
Job Role:
- To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX)
- Collaborate with banks’ internal channels as well as open market sourcing for lead origination.
- To understand customer’s business model, appraise financials to identify suitable opportunities.
- Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.
- Ensure closure of deferrals & compliance to bank’s audits and statutory requirements.
- To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.
Job Requirements:
- Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience,
- Must have knowledge of various SME banking products along with Analytical and financial skills
- Ability to Influence/Relationship management Skills
- Strong communication(Written and Oral), Eye For detail
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