WBCG:MNC & GCC - Team Lead

About the role

Essentially, the role is similar to that of a team lead and the SRM will guide the Relationship Managers to understand and advise the clients on their Asset and Liabilities plan/requirement – primarily CA, Term Loan, Working Capital, forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc. They are responsible for ensuring the smooth functioning of the daily operations and compliance with the…

What you'll do

• Strengthen relationship with existing customer base to generate sustained business and identify opportunities for cross sell
• Help the team source new customers to generate revenue for fund Based and non-fund based products and increase customer base
• Ensure prudent portfolio management and diversification of risk in partnership with the Credit Team to achieve portfolio quality
• Ensure implementation of due processes, guidelines and Bank’s code of conduct in all transactions, sanctions, disbursals and post disbursal activities
• Review daily/ periodic reports with a view to identify business opportunities, act upon early warning signals highlighted by the central teams

What you need

• 15–20 yrs of experience
• CFA
• Financial statements
• Compliance
• Portfolio management
• Cross-selling
• Sales
• Chartered Accountant or CFA or MBA

Good to have

• Working capital
• Treasury