Solutions Manager - Affluent Client Segment (Cash Management Services)

Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS

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

Experience Level

Mid Level