Job Description

Privy RM - Business Banking


Our client Top Bank is looking for Business Banking Relationship Manager.

Role :


Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.

Acquisition of Trade Forex Current Account

- Trade & Forex- Bank Guarantee & Remittances


Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations

Generate the revenue for the Bank through remittances and other cross sell product

Customizing product as per the customer requirements

Plan the activities to acquire New Client acquisition

Providing support in all the operational activities of bank

Providing support to subordinates for acquiring new quality current accounts (value buildup)

Wealth portfolio and acquiring NTB Relations for Revenue generation.

Generating revenue through cross selling assets and trade forex to all the portfolio customers.

Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, demat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement.

Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials.

Required Skills


ETRG, CBGRM, Business Banking, trade forex, CA RM, trade account, EC RM, priorty rm, trade relationship manager, product sales manager trade forex