SME / Business Banking Relationship Manager
- AV Global Advisory
- 5 to 10 Yrs
- Multi-City, India
- 3 years ago
- Email to a friend
- Report this job
Job Description
:The role primarily involves
- Managing a portfolio of existing BBG credit relationships. The number of relationships managed depends on the geography covered and branches mapped to the RM.
- HNW relationship management of the BBG customers
The HNW relationship management of the BBG relationship includes,
- Cross sell of CASA to the group companies of the BBG customers, and to the promoter family members.
- Growth of the CASA balances of the group
- Day-to-day servicing of all the group accounts at the branch
- Cross sell of other asset products, investment products and non-income products to the HNW group being managed by the RM.
Activities :
- Regular Branch interaction for lead generation for BBG and updates on the leads.
- Updating LTS and conversion of leads generated by the branches
- Cam Preparation & query resolution
- Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure
- Customer negotiation on rates and other issues relating to charges.
- Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD's.
- Co-ordination with local Ops for disbursement of a case, TOD limit setting, submission of Stock Statement.
- Daily servicing of customer - Issuance of Cheque books, DDs, cash deposition / withdrawal issues, solvency certificates, RTGS, trade & fx transaction, etc.
- Housekeeping including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc
- Stressed accounts / Exit account management, follow-up and regularization of TODs
- Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
- Cross sell of various asset products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW.
- Increasing the IPH and CTG to ensure revenue maximization.
Candidates with relevant experience in handling Working Capital, Term loans/Business loans segment from Banks or NBFC Chennai can apply.
Interested candidates can call or whatsapp profiles to hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: SME / Business Banking Relationship ManagerContact Details:
Company: AV Global AdvisoryLocation(s): Multi-City, India+ View Contact
Keyskills: small business lending working capital commercial banking term loan sme sales commercial lending banking sme
Fraud Alert to job seekers!
₹ Not Specified
Similar positions
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in