BBG Relationship Manager ( Working capital- 50 L-50 cr)
Job Summary:
The BBG Relationship Manager plays a crucial role in strengthening and
expanding our business banking relationships. By delivering exceptional
customer service and strategic financial advice, you will contribute to the
overall success and growth of our clients and the organization.
Key Responsibilities:
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Develop and maintain strong relationships with business banking clients,
ensuring their financial needs are met and exceeded.
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Conduct financial analysis to assess clients' business health and identify
opportunities for additional products and services.
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Provide tailored advice and solutions to enhance clients' financial
performance and drive business growth.
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Collaborate with internal teams to create and deliver customized banking
solutions that meet client demands.
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Monitor client accounts and transactions to ensure compliance with
regulatory requirements and bank policies.
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Proactively identify potential risks and challenges faced by clients,
recommending appropriate risk mitigation strategies.
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Facilitate client meetings and presentations to communicate banking
services, new products, and market trends effectively.
Requirements:
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Bachelor's degree in Finance, Business Administration, or a related field.
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Minimum of 3 years of experience in a relationship management or
client-facing role within the banking sector.
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Strong understanding of business banking products and services, including
loans, treasury management, and deposit services.
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Excellent communication and interpersonal skills, with a proven ability to
build rapport with clients.
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Ability to analyze financial statements and conduct thorough financial
assessments.
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Proficient in CRM software and Microsoft Office Suite, particularly Excel
and PowerPoint.
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Strong problem-solving skills and an aptitude for providing clients with
tailored solutions.
Preferred Qualifications:
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Master's degree or relevant certifications such as Certified Financial
Planner (CFP) or Certified Treasury Professional (CTP).
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Experience with commercial lending and understanding of the specific needs
of various industry sectors.
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Track record of achieving sales targets and driving revenue growth through
client engagement.
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Knowledge of regulatory requirements impacting business banking operations.
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Ability to manage multiple client portfolios and prioritize deadlines
effectively.
Benefits:
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Competitive salary with performance-based bonuses and incentives.
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Comprehensive health insurance package, including medical, dental, and
vision coverage.
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Flexible work schedule with remote working options available.
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Retirement savings plan with company matching contributions.
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Professional development opportunities, including training and
certifications.
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Employee wellness programs and resources to support work-life balance.
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Employee appreciation events and team-building activities throughout the
year.