To provide a timely, efficient service to a select group of high values business customers with the aim of increasing the size of the portfolio, by onboarding of NBT customers, and generating CASA/deposits, fee income through the sale of Forex/cash management products.
Key Responsibilities:
Develop and maintain relationships with existing and prospective corporate clients, focusing on liability products such as corporate deposits, cash management solutions, and treasury services. CASA.
Promote the company’s corporate liability products and services to meet clients' financial goals.
Identify new business opportunities, driving revenue growth by cross-selling products and solutions.
Ensure compliance with regulatory requirements and internal policies while managing the client portfolio.
Prepare reports on the performance of the liability portfolio and client relationships, identifying areas for improvement or growth.
Assist in the negotiation and structuring of corporate liability products to meet clients’ specific requirements.