Relationship Manager – Lake Zone & Coastal Region at EXIM Bank

Relationship Manager – Lake Zone & Coastal Region at EXIM Bank

Relationship Manager – Lake Zone & Coastal Region

Location : Corporate Office

Experience :4 – 5

Posted :31-Oct-2024

Job Description

• The purpose of the role is to build and manage rapport with corporate clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank.
• Best in Class’ Relationship Management with Corporates – ‘Strengthening bank’s brand in the corporate arena.
• To generate Revenue Pools for the bank through sales, leading to fee-based income & CASA – ‘contribution to the bottom line’
• Ensuring delivery of industry-leading customer service, premier on boarding experience and advisory service to new and existing corporate customers.

Roles & Responsibilities

• To manage the development of prudently priced assets, cost effective long term liability with reputable companies and organizations in order to ensure Bank’s maximum profitability.
• To identify and develop a target pipeline and aggressively market for new profitable status customers from the identified target sectors.
• Manage key customer relationships through regular contacts and visits by ensuring the effective call program is maintained on all assigned and prospect customers.
• Maintain high professional standards and strive to provide quality services and competitive pricing to clients.
• Cultivate good rapport with clients and ensure, the bank becomes the choice for their investment and banking.
• Continuously identify and exploit cross selling opportunities that embed the bank and its products with customer needs.
• Establish quality profit earning customer relationship within the target market.
• Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML) requirements in all dealings with existing and potential customers.
• Mentoring junior members of the team.
• Maintain a high standard of operational control including adherence to Risk Management and Compliance guidelines.
• Keeping updated with Exim’s guidelines for its internal policies and procedures to mitigate financial loss and fraud within the bank.
• Gathering information that is needed to prepare and assess credit applications in order to manage customer expectations.
• Identifying areas of improvement with internal processes in place.
• Report to Management/ Board the status of Business leads, customer complaints, pending issues in respect of the clients.

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