01Overview
Role & responsibilities
Client Acquisition: Source qualified NTB clients through cold calling, networking, and market mapping to meet specific volume and revenue targets.
Needs-Based Selling: Analyze client requirements and cross-sell/up-sell a variety of products, including Assets, Deposits, FX, CMS (Cash Management Services), and Trade Finance.
Partner Leveraging: Build relationships with external intermediaries (and internal teams to generate cross-referrals and lead pipelines.
Compliance & Onboarding: Manage the end-to-end onboarding process while strictly adhering to internal risk reviews, Re-KYC, and regulatory compliance guidelines.
Seamless Transition: Once acquired and matured, the RM transitions the client's day-to-day relationship to a dedicated portfolio or branch manager.