Relationship Manager - Working Capital
- Unidus Services
- 20 Positions
- 3 months ago
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Job Description
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.
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Relationship Manager - Working CapitalContact Details:
Company: Unidus ServicesLocation(s): Ajmer,
Keyskills: business banking sme working capital trade finance od commercial banking hni relationship manager
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