Job Description
Roles and Responsibilities
New Client acquisition for working capital through DSA channel network
Plan the activities to acquire new client acquisition through DSA channel network
Empanelment of New channel partners for YBL for working capital business
Keep Track of DSA payouts and DSA business through NTB clients
Managing Existing and New Channel Partners for working capital business and acquisition of New clientele
Cross Sell of CASA to the Group companies and through existing /NTB clients
Growth of CASA business
Cross sell of other asset products , investment products
Regular DSA interaction for business generation for MIB and update leads
CAM preparation and query resolution
Documentation Pre-disbursement (Doc Collection ,legal and 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 closure/waiver and other requirements like trade transactions
Co-ordination with Local Ops for disbursement of a Case , limit setups and other transactions
Daily customer servicing of customer-Branch coordination
Housekeeping Including Cam renewals , deferral closure , stock statements , insurance renewals , plant and office visit etc
Sourcing current accounts and dealing in various trade and treasury products , bill discounting , bank guarantee , letter of credit , Cash credit/overdraft etc
To keep track on the performance of accounts and overall portfolio
New Client acquisition for working capital through DSA channel network
Plan the activities to acquire new client acquisition through DSA channel network
Empanelment of New channel partners for YBL for working capital business
Keep Track of DSA payouts and DSA business through NTB clients
Managing Existing and New Channel Partners for working capital business and acquisition of New clientele
Cross Sell of CASA to the Group companies and through existing /NTB clients
Growth of CASA business
Cross sell of other asset products , investment products
Regular DSA interaction for business generation for MIB and update leads
CAM preparation and query resolution
Documentation Pre-disbursement (Doc Collection ,legal and 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 closure/waiver and other requirements like trade transactions
Co-ordination with Local Ops for disbursement of a Case , limit setups and other transactions
Daily customer servicing of customer-Branch coordination
Housekeeping Including Cam renewals , deferral closure , stock statements , insurance renewals , plant and office visit etc
Sourcing current accounts and dealing in various trade and treasury products , bill discounting , bank guarantee , letter of credit , Cash credit/overdraft etc
To keep track on the performance of accounts and overall portfolio
💡 Quick Summary
Seeking a career-building opportunity? The Hiring For Bank| Sales Manager position is now open for candidates interested in the Bank Jobs sector. This role in Gurugram offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.