Description
Roles and Responsibilities Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers. Sourcing Trade, Forex customers & thereby generating fee based income. Meeting existing customers to generate business opportunities thereby generating revenue for the Bank. Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service cell, SPOPS Credit departments. Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank. Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income plus liabilities products like Credit card, insurance etc. Providing the clients fund and non-fund based working capital facilities for business operations Analyzing the financial statements and preparing credit scoring for companies. Maintaining Healthy portfolio by Monitoring existing clients, periodical reviews/renewals of existing limits, Unit visits, & discuss with clients for suggesting corrective measures if any for mutual benefit