We are Hiring for a Relationship Officer Role for Business Banking role. This is for an International Bank based in London. It is an Immediate position to start.
Job Purpose :
- This is a profile for acquiring new customers which is predominately field based activity
- Individual is expected to visits at least 3 customers daily.
- Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)
- Acquire new Customers for business banking
- Business current, savings accounts and term deposits
- Foreign Exchange and Treasury Solutions
- Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs
- Consolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customers
- Generate referrals for commercial real estate lending as well as for personal banking products Build NR book and HVCA Book for the bank through 360 approach
Area of responsibility:
- Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)
- Exporters and importers
- High value local businesses (high value to be defined by the bank from time to time)
- Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.
- Research the client and sector to identify possible client needs and solutions Bank can offer.
- Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
- Look at setting up meetings for you and more senior colleagues.
- Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation
- Work diligently on the client level data provided centrally, by meeting the clients
- Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority
- Active participation in community events, industry forums to generate new business opportunities
- Furnish daily business information to the reporting authority
- Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority
- Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition
- Facilitate competitor, market and customer intelligence to various Bank's stakeholders
- Plot the market opportunity and work towards increasing the banks market share in the identified segments
- Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank
- Liaise with the base branch / branches to ensure high levels of servicing to the clients
- Manage client expectations and escalations by liaising with various internal departments
- Undergo all the mandatory learning modules
- Cross sell NR and UK personal banking solutions.