Relationship Manager

2 months ago


Toronto, Canada ICICI Bank Canada Full time

ICICI Bank Canada is a wholly-owned subsidiary of ICICI Bank Limited which has its headquarters in Mumbai, India. ICICI Bank Limited is a leading private sector bank in India. The Bank’s consolidated total assets stood at US$182.8 billion as at December 31, 2019.

Established in December 2003, ICICI Bank Canada is a full-service direct bank with an asset base of about C$6.5 billion as at December 31, 2019, and it is a member of the Canada Deposit Insurance Corporation. The Bank offers a wide range of financial solutions to cater to personal, commercial, corporate, investment, treasury and trade requirements.

We provide a stimulating and rewarding environment with significant opportunity for personal growth, competitive salary and benefits package.

To support the Trade finance Business Team by coordinating with the clients and operations team to improve client experience, General banking and commercial banking transactions executed seamlessly and to discharge any other duties as assigned by the Reporting Manager from time to time.

The Relationship Manager-Alternate Channel would carry the business and revenue targets through relationship management with key customers like associations, corporates, communities, Institutions and others. The person will identify and execute new process improvements and new initiatives in order to enhance the business through Alterna

Area of Responsibility

1. Track and update daily, monthly & quarterly on the achievement of monthly as well as ensuring annual business and revenue targets through existing relationship management and acquiring new prospect base. Implement and execute Increase in fee revenue

without any revenue leakage

2. Understand associations, corporates, communities, Institutions needs and identify new business opportunities from the targeted relationships. Building and developing relationships through personalized contacts and conducting outreaches.

3. Plan and on ground execution of promotional and marketing activities and kiosk set
- ups (With support from Marketing team & Branch Teams) to acquire new clients and deepen existing relationships. Liaise across verticals for back end coordination of events

4. Develop & support on-going reporting (dashboards, KPIs, etc.) and campaign analytical requirements (Pre & Post Implementation reports) for Retail Alternate Channel. Assist in the creation and updation of referral product note, process notes of the Bank. Supporting the development of Business Requirement Documents (BRD) for projects/Improvements focused on enhancing customer experience.

5. Generating leads & following up on conversion through communication with branches ;
relationship management, microplanning and conducting webinars & corporate presentations to generate prospective leads for the bank/branches

6. Creating plan for the coaching and training of staffs of the acquired key relationships to

generate the leads.

7. Develop and curate strategies around identified opportunities based upon realistic assessments and consistently deliver against the forecasts.

8. Data analytics & MIS creation using Bank’s tools i.e. I-Core, FCRM, SMS Gateway, Hello Canada portal etc.

9. Adhering to banks policies and procedures, in consonance with AML/ATF policies.

10. Render excellent service to the customers with a pleasant demeanor

11. Actively participate in specific projects/ new activities.

12. Ensure all Bank's policies, corporate security policies, regulatory guidelines, Industry service standards and codes of conduct are adhered to

If you require accommodation measures during any phase of the hiring process, please notify us as soon as possible. All information received in relation to accommodation requests will be kept confidential

Schedule:

- Monday to Friday

Work Location: In person



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