Corporate Business Banking RM
Fill up the form to start your journey towards your dream job in Banking Sector with Brenta.
Corporate / Business Banking Relationship Manager
Corporate/Business Banking RMs are expected to hunt clients in the MSME sector, approach them with facts about that particular industry, collect the financial papers, assess them, make a loanable proposal and finally convert the lead, adding loan portfolio in the bank’s kitty.
Role Requires strong corporate client handling skills (which includes finding solutions for their financial / banking requirements).
Course Modules
1. Introduction and overview of financial sector in India
Types of banks, regulatory and compliance framework, Govt policies, other financial institutions, various deptts and their functioning.
2. Role, responsibility and career path of a corporate banking RM
Essential traits of an RM, understanding KRA/KPIs, career path, growth prospects.
3. Client segmentation and understanding of corporates (MSMEs)
Different type of industries, segmentation for better approach, functioning of corporates, understanding business requirements.
4. Strategies for client scoping, onboarding and servicing
The 5C approach, MMBS approach, business scoping tools, client hunting, business penetration, client retention.
5. Understanding of financials, calculations and assessment
Understanding of Financial Statements,Balance Sheet and key ratios. Different calculations, assessment and analysis techniques.
6. Understanding trade finance
Bank guarantee, Letter of credit, bill handling (bill discounting and negotiation of bills).
7. International Trade
Export/Import Finance Facilities (Understanding and Assessment) , Import / Export Transactions (Journey and Practical).
8. Practical assignments
Practical assignments with actual balance sheets to understand the real world scenario.
9. Portfolio management and delinquency
Different tasks and challenges of portfolio management. Increase and retention of good portfolio. Early warning signs and delinquency management.
10. Soft skills and interview techniques
How to improve soft skills for self development and business performance. Interview techniques and role plays for higher success ratio.
11. Assessment and Certification
Final assessment and certification of successful completion.
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Corporate Business Banking RM
Fill up the form to start your journey towards your dream job in Banking Sector with Brenta.