Sourcing of new to bank business banking accounts and managing the business banking portfolio assigned.
Assisting the client's business with different business banking products like OD/CC/BG/term loans/forex/etc.
Cross selling of liability-based products like fixed deposit, savings account to the portfolio clients.
Maintaining the service standards set by the bank in collaboration with the service support team.
Maintaining co-ordinal relationships with internal stakeholders and external agencies to generate leads for new to bank clients.
Ability to source high value business banking accounts.
Thorough knowledge of current account/trade account opening/transaction processes.
Strong communication skills with an assertive attitude.
Knowledge of trade, forex, and business assets. Strong follow-up ability & keenness.
Ability to spot opportunities in the portfolio for upselling/cross-selling bank products.