Relationship Manager JobsCafe.com Job Description Responsibilities
* Complete ownership of a portfolio of between app. 25 productive accounts. The
number of accounts managed may vary depending upon asset size of the portfolio,
geography covered, operational intensity and branches mapped to the RM. He is bank’s
face to the customer.
* Responsible for the growth of the portfolio (organic and inorganic), ensuring
targets are met and there is availability of an increased revenue stream.
* Cross sell: Ensuring lead conversion of leads generated by branches. To be on the
permanent look out for cross sell opportunities within his domain. Cross sell of
CASA / FDs, TPP, other product requirements to existing customers.
* Credit Management & Housekeeping: Primarily includes CAM preparations and timely
renewals, obtaining and closing deferrals, plant and site visits and preparation of
call memos, obtaining and deciphering stock statements, quarterly results,
insurance. TOD management.
* Ensuring the quality of Portfolio: Be on the lookout for stress signs in the
client operations / activity and address them.
* Day to day Activities
* CAM / SRM
* Documentation pre-sanction and post sanction
* Customer negotiation on rates and other terms
* Updating LTS and conversion of leads
* Customer profiling sheet and identifying cross sell / revenue increasing
opportunity.
* Regular Branch interaction
* Daily servicing of customer
* Call Memo preparation
* Site visit / plant /property visitation
* Supporting RMs for the above activities for their accounts.
Post your Resume in Shine for more Matching Jobs - Click here to Register Today!Desired Profile Requirements
* Minimum Post Graduation in Management or Chartered Accountant
* Work Experience 0-3 years in Banking with relevant work experience in Working
Capital Funding
* Strong Analytical and Judgmental capabilities, communication skills, basic
knowledge of a wide range of bank’s products.
* Interest in understanding operations, IT, TF and treasury functions.
Experience 0 - 3 Years
Industry Type Banking/Financial Services/Broking
Role Regional Mgr
Functional Area Banking, Insurance
Education UG - Any Graduate
PG - CA,Other
Location Bilaspur,
Burhanpur
Keywords Relationship Manager, Chartered Accountant, Working Capital Funding
If you meet the above mentioned criteria, apply online
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