Small Business Relationship Manager
Core
Manage and sustain a portfolio of small business customers, driving business development and cross-selling corporate products to increase market share and revenue.
Role type
Small Business Relationship Manager
Builds
Corporate product set for small business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Relationship management, sales and negotiation, product knowledge, customer acquisition, compliance adherence, credit application creation, portfolio monitoring
Preferred skills
Industry specialist knowledge, digital channel promotion, team collaboration
Technologies
CID, RMCD, KYC, STM procedures
Responsibilities
Proactively manage a portfolio of small business customers, develop sales strategies for cross-selling, acquire new bank clients, ensure compliance with bank policies and regulations, monitor delinquent accounts, and create credit applications.
Seniority
Entry to Mid-level, hands-on IC