Account Manager – Business Banking

About the role

The Account Manager will manage a portfolio of Small Enterprise (SE) customers, originate new relationships and meet both financial and non‑financial objectives by addressing borrowing and non‑borrowing needs.

Key responsibilities

• Manage existing Small Enterprise relationships and originate new SE relationships across branch locations.
• Achieve assigned financial and non‑financial targets by meeting borrowing and non‑borrowing needs of customers.
• Source new‑to‑bank customers, generate leads from walk‑ins and cross‑sell the full range of banking products.
• Conduct KYC reviews, monitor due‑diligence and AML compliance for the portfolio.
• Perform periodic credit facility reviews and recommend appropriate credit solutions.

Required profile

• Minimum 4 years of banking sales or relationship management experience.
• Advanced knowledge of credit, trade finance, operating systems and legal compliance.
• Strong communication and negotiation abilities.
• MBA, CA or equivalent relevant academic qualification, or comparable professional experience.
• Positive attitude, strong work ethic and ability to work in a team.

Required skills

• Credit analysis
• Trade finance
• KYC and AML procedures
• Legal compliance
• Operating system proficiency