COMMERCIAL BANKING SENIOR RELATIONSHIP MANAGER.GLOBAL CORPORATE & COMMERCIAL BANKING RELATIONS

Carry out relationship management activities and capturing market growth opportunities for all eligible products and services in line with the bank’s strategies as a one stop shop being the P&L owner. This mainly includes relationship management / marketing functions and other requirements to meet the pre-set financial targets, external and internal handling of the customers’ relationship with the organization, selling and cross-selling the bank’s products, solicit new banking relationships, supervise and liaise with internal stakeholders for facility utilization, credit monitoring of accounts and the process of onboarding transitioning or new accounts.

Job Description\:

1.Conduct marketing activities to achieve the budget and target of the assigned portfolio comprised of related sector-specific teams as a joint accountability.

2.Align client coverage and business development efforts with the bank’s defined market direction by prioritizing target industries, growth sectors, and client segments in line with the Commercial Banking Strategy.

3.Manage direct and alternate channel prospects to onboard new clients as needed to ensure meeting the pre-set budgets & targets by selling/cross selling the bank’s products.

4.Maintain clear ownership of assigned client relationships, ensuring proactive engagement, strong client satisfaction and the identification of opportunities to deepen relationships and grow wallet share.

5.Onboard clients within the managed portfolio on the relevant digital products and platforms to meet pre-requisite targets as a joint accountability.

6.Utilize the periodically circulated credit appetite sheet to guide client prospecting, sector prioritization, and deal structuring in line with the bank’s risk appetite and portfolio objectives

7.Propose products & client-business specific tactics in liaison with the internal stakeholders.

8.Ensure realizing high levels of credit utilization rates of clients within the portfolio.

9.Approve and/or support in processing the credit account utilization processes with internal stakeholders.

10.Conduct regular client calls to ensure that assigned clients are satisfied with the bank’s operations, services and products as the ultimate expression of relationship management via coordinating with internal stakeholders.

11.Assist the Commercial Banking Relations Team Head and actively participate in preparation for relevant committee presentation

12.Renew and apply pricing for existing and prospective clients in accordance with the relationship & marketing strategies set by the CMB relations head.

13.Collaborate with CCI strategy and coverage teams to identify potential new‑to‑bank prospects, share market intelligence, and support coordinated prospecting initiatives within the assigned sector portfolio

14.Collaborate with the CCI Strategy & Product Development team to develop a transitional orientation and educational program for customers to service the segment’s incubational role and the corporate profile development of conduct.

15.Work with the Institutional Banking Marketing team in supporting targeted acquisition campaigns, sector events, and client outreach activities aimed at generating new business opportunities and expanding the Commercial Banking client base

Marketing and Relationship Management

16.Solicit new banking relationships for the commercial banking segment by meeting with potential / existing borrowers and ensure ongoing diligent market coverage

17.Sell the bank’s eligible core & auxiliary banking products to meet the pre-requisite targets under the proposition of a one stop shop

18.Resolve client challenges to meet high overall satisfaction rates for the clients within the assigned sector(s) in relation to the services, operations and products rendered by the bank.

19.Retain and onboard clients within the assigned accounts on the existing and new digital banking products and platforms to meet pre-requisite targets.

20.Offer eligible ESG products and services to clients within the portfolio to meet pre-requisite targets.

21.Report challenges faced by the respective clients in the portfolio to the appropriate internal stakeholders

22.Renew and apply pricing for existing and prospective clients in accordance with the relationship & marketing strategies set by the CMB t relationship head.

Policies, Processes and Procedures

23.Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner

Day-to-day Operations

24.Follow the day-to-day operations related to own jobs in the Commercial Banking Relations team to ensure continuity of work

Compliance

25.Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks