Relationship Manager

Citi


Banking - Business Execution Team - Officer, C11 - Mumbai
Citi • Mumbai, Maharashtra • via Citi Careers
Full–time
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Job description
Business/ Department Objectives –
• The analyst will provide close support to the Banking Business Execution Leads

Core Responsibilities –
• Interact and work with Business Execution Leads / Senior bankers running the Franchise.
• Analyzing internal financial metrics data / wallet analysis
• Develop strategic presentations with pro-active suggestions to Business Execution Leads
• Manage quality of deliverable for self and the team - content, quality of research, attention to details, quality of backups etc. and value add for senior analyst’s assignments.
• Review all processes to identify improvement areas and potential risks.
• Step-up for team needs in managing all pressure points for seamless delivery on all client asks.

Key Deliverables / Day-to-Day Responsibilities –
• Preparing performance-based reports and presentations for franchise management to be delivered to senior management and Business Execution Leads
• Radar (DMS) backlog updates additions
• Client Coverage / Attribute changes with CIS / Toolbox team
• Demonstrate good hands on all the internal systems and databases.
• Identify development opportunities for team members. Plan and conduct trainings

QUALIFICATIONS –
• Required: Graduate
• Preferred: MBA

Skills –
• Excel / PPT: Should be equipped with advanced excel functionalities.
• System: CIW Essbase, SmartView, Toolbox, DMS, Dealogic, Opportunity System,
• Effective communication skills – both written and verbal
• Should be inquisitive, proactive and show excellent attention to detail.
• Excellent organizational and time management skills
• Strong team player skills
• Must be able to work well under pressure and to prioritize workload to deliver results to tight deadlines.
• Ability to manage confidential data.
• Good understanding of Financial Concepts
• Expertise in Tableau, VBA Macros, SQL, Advanced Excel

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Job Family Group:
Business Strategy, Management Administration

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Job Family:
Business Management

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Time Type:
Full time

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.
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S
Standard Chartered Bank


Relationship Manager - Employee Banking
Standard Chartered Bank • Mumbai, Maharashtra • via SCB - Standard Chartered
14 days ago
Full–time
No Degree Mentioned
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Job description
Job Summary

As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Key Responsibilities

• Provide outstanding client experiences.
• Organised, follow-up leads, complete and record appointments, close customer requests
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience

• Banking knowledge and sales experience.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:
• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Read more