Job Description
Position Title
Solution Manager – Affluent (CMS / Enterprise Business Solutions
Key Responsibilities
1. Business Development & Revenue Generation
- Drive CMS business across affluent and emerging client segments
- Support Relationship Managers (RMs) in acquiring and deepening client relationships
- Achieve targets across fee income, liabilities, and CMS product penetration
- Identify cross-sell opportunities within the existing client base
2. Client Solutioning & Engagement
- Understand client requirements and provide end-to-end CMS solutions
- Design customised offerings across collections, payments, liquidity, and digital banking
- Participate in client meetings and presentations along with RMs
- Ensure smooth onboarding and implementation of CMS mandates
3. Product & Process Management
- Coordinate with product, operations, and technology teams for execution
- Ensure adherence to internal compliance, risk, and regulatory guidelines
- Promote digital adoption and automation solutions for clients
- Address and resolve client service issues within defined TAT
4. Stakeholder Management
- Work closely with:
- Branch Banking teams
- Relationship Managers (Affluent / Business Banking)
- CMS / Product teams
- Operations & Implementation teams
- Act as a single point of contact for CMS-related solutioning
5. Market Intelligence & Strategy
- Track industry trends and competitor offerings in CMS space
- Provide feedback for product enhancements and new solutions
- Identify emerging opportunities in affluent and SME segments
Eligibility Criteria
Education
- MBA / Postgraduate in Finance, Marketing, or related field
Experience
- 3 to 10 years of relevant experience in:
- Cash Management Services (CMS)
- Transaction Banking
- Corporate / Business Banking
- Client solutioning roles
Key Skills & Competencies
- Strong knowledge of CMS / Transaction Banking products
- Client engagement and solutioning ability
- Sales orientation and revenue focus
- Stakeholder management skills
- Analytical and problem-solving capability
- Understanding of banking regulations and compliance
Key Performance Indicators (KPIs)
- CMS revenue and fee income growth
- Client acquisition and activation
- Product penetration ratios
- Turnaround time for onboarding and implementation
Customer satisfaction and service quality
