Posted By: I Mates Consultants | Posted on: September 16, 2019
India Kannur Thrissur
800000-1400000 RS

Profile - Relationship Manager | Business Banking | Wholesale Banking

Scope of the role - Managing a portfolio between 30-35 BBG credit relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.

Responsibility -

1) Regular Branch interaction for lead generation for BBG and updates on the leads.

2) Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure.

3) Cross sell of various asset products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW.

4) Daily servicing of customer – Issuance of Cheque books, DDs, cash deposition / withdrawal issues, solvency certificates, RTGS, trade & fx transaction, etc.

5) Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD’s.

6) Co-ordination with local Ops for disbursement of a case, TOD limit setting, submission of Stock Statement.

Ideal Candidate - Candidate with 2-8 years of Banking experience with minimum 2 years of experience in Working Capital Sales and Service portfolio.

analytical skill relationship management customer handling sme balance sheets

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