To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
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Actively seeking referrals from new and existing customers.
To actively identify potential sales opportunities and manage sales pipeline by working closely with Area Commercial Manager, Branch Manager and on ground team.
Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
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Actively identify & develop new biz opportunities with existing & potential clients. Ensure customers' needs are met while maintaining Division's profitability
Cross-sell products and services to increase clients' share of wallet by developing an account plan in consultation with the relevant product specialists.
Provide training and guidance to team members includes problem solving (Sr. RM)
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