Key Success Metrics   :  CA Balances and Overall Fee through CMS, Trade, FX, DCM

Qualifications               : Master of Business Administration (M.B.A.) / CA / Masters in Marketing / Masters in Finance from premier Institute

Experience                   : 8 - 15 years

Job Description & Key Accountabilities

1. Origination of New To Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients.
2. Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.
3. Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, developing unique solutions wherever required.
4. Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them.
5. Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
6. Develop deep relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies.  Extend these influencer relationships to renowned law firms & Chartered Accounts as well.
7. Manage relationships with existing clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
8. Collaborate with the various Product Sales Managers and the Implementation teams across all Banking products to achieve these objectives.

Candidate Profile / Skills

• Experience or having worked in cash and trade sales/operations/service, product sales, client management.
• Ability to work in tight timelines and provide high levels of service.
• Having a good knowledge of type of clients in one’s geography would be a plus.