Main Responsibilities / Accountabilities / Tasks
Generation of CMS leads from NTB client and cross sell of CMS products to existing clients in Mumbai Market.
Understanding of Govt. banking clients requirements, new age payment products, understanding of PFMS, e-procurement etc.
Understanding of financial institutions, co-operative banks CMS requirement.
Analyse the client requirements on cash flows, Structure Cash Management product to meet requirements of govt. banking and mid-sized corporate customers by conceptualizing existing/new products.
Interact with Business RMs, Product, Implementation, Aggregators for clients CMS needs.
Continuously increase the client base by adding new acceptable names by pursuing leads given by business teams and own leads & maintain existing relationships for the Bank
Meet sales targets which could be a combination of revenue as well as volumes.
Manage sales process from deal origination to negotiation, closure & post sales service.
Work closely with the Govt banking group (GBG) client coverage teams to provide the latest and entire range of cash management products to the targeted clients.
Ensure adherence to regulatory & Banks guidelines and procedures
End to end implementation including documentation & hand-holding the clients.
Build a good working relationship with Internal as well as External customers
Proactively take on ad-hoc assignments identified by the Management to grow the CMS business
Academic Background (degree and major)
Preferably MBA from a reputed institute