Relationship Manager- Wholesale Banking Group
- Max Life Insurance
- 0 to 4 Yrs
- Multi-City, India
- 4 years ago
- Email to a friend
- Report this job
Job Description
: Relationship Manager- Wholesale Banking GroupPurpose of the Job: Relationship manager is responsible for credit appraisal of the corporates and client servicing. An RM is responsible for execution of end to end set processes such as financial analysis, note making, documentation etc. for the transactions under the guidance of the Senior Relationship Manager/ Regional Head. RM also assists the Senior Relationship Manager/ Regional Head in Client servicing and portfolio management. RM is also responsible to understand & cross-sell retail liability & asset products to clients. RM is also responsible for generating new leads under the guidance of Senior Relationship Manager/ Regional Head.
Reports to : Senior Relationship Manager/ Regional Head.
Key deliverables:
- Credit Appraisal Relationship manager is expected to understand in detail the clients business, financials and prepare quality appraisal note in collaboration with Risk Management team.
- Documentation RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. RM is also expected to complete post-disbursement documentation activities in coordination with control groups such as Legal, Compliance, Credit Middle Office.
- Portfolio management Assist the Senior Relationship Manager/ Regional Head in managing a high quality portfolio of corporate clients.
- Support the Senior Relationship Manager/ Regional Head in achieving business targets, acquiring and onboarding new clients.
- Understand & cross-sell various retail asset & liability products to capture entire ecosystem of corporate clients.
Key skills:
- Understanding of financial statements such as Balance sheet, P&L A/c & Cash flow statements.
- Knowledge of computation of key financial ratios.
- Knowledge of Basic Banking products.
- Communication and presentation skills.
- Basic working knowledge of Word, Excel and PPT.
Competencies:
- Collaboration (Forges understanding with others and carries others along, considers impact on the organization, not just own targets/metrics, and acts accordingly).
-
Passion (Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties).
- Organization Capability (Builds structures, systems and processes to support strategy, focuses on productivity as a business lever, sets personal example in driving quality for achieving world class service delivery).
- Qualification & Experience: CA / MBA Finance with relevant experience.
Thanks & Regards
Team HR
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Relationship Manager- Wholesale Banking GroupContact Details:
Company: ICICI BankLocation(s): Multi-City, India
Keyskills: relationship management insurance wholesale banking mba finance
Similar positions
Max Life Insurance
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in