Job Description
Post- Relationship Manager -Wholesale Banking
Job Location -Mumbai
Experience - 5 Years in Wholesales Banking
Salary range - 20LPA to 24LPA
Note - We are looking for the candidates who are handling large/Mid corporate clients .
Job Role -
Conduct market study and prepare market maps to streamline sourcing
Cold-call on potential clients and constantly track their demand for banking requirements
Conduct market visits and promote Bank’s various products to prospective customers
Periodically visit existing customers and identify opportunities for up-sell and cross-sell
Participate in product promotion events organized in partnership with key industry stake holders
Respond to loan requests received through external channels – Financial Advisory service providers, Chartered Accountants, etc
Collect KYC documents, financial statements and other collateral related documents from borrowers
Conduct borrower and collateral de-dupe checks in the system
Coordinate with credit analysts and complete minimum eligibility checks
Conduct personal discussions, perform secondary research & prepare market study reports
Analyze financial statements and credit score applications
Coordinate with borrower to accept the sanction letter complete signing of loan agreement and T&C documents
Coordinate with Credit Admin team for completing compliance checks before disbursement of credit facility
Coordinate with Central Operations team for account opening
Monitoring of the account post disbursal
Ensure compliance with sanction terms
Assist Product Team in new product launches by conducting market studies
Conduct marketing activities to promote new products launched
Any other tasks assigned by the bank.
(a) Communication
Job Location -Mumbai
Experience - 5 Years in Wholesales Banking
Salary range - 20LPA to 24LPA
Note - We are looking for the candidates who are handling large/Mid corporate clients .
Job Role -
Conduct market study and prepare market maps to streamline sourcing
Cold-call on potential clients and constantly track their demand for banking requirements
Conduct market visits and promote Bank’s various products to prospective customers
Periodically visit existing customers and identify opportunities for up-sell and cross-sell
Participate in product promotion events organized in partnership with key industry stake holders
Respond to loan requests received through external channels – Financial Advisory service providers, Chartered Accountants, etc
Collect KYC documents, financial statements and other collateral related documents from borrowers
Conduct borrower and collateral de-dupe checks in the system
Coordinate with credit analysts and complete minimum eligibility checks
Conduct personal discussions, perform secondary research & prepare market study reports
Analyze financial statements and credit score applications
Coordinate with borrower to accept the sanction letter complete signing of loan agreement and T&C documents
Coordinate with Credit Admin team for completing compliance checks before disbursement of credit facility
Coordinate with Central Operations team for account opening
Monitoring of the account post disbursal
Ensure compliance with sanction terms
Assist Product Team in new product launches by conducting market studies
Conduct marketing activities to promote new products launched
Any other tasks assigned by the bank.
(a) Communication
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager |Wholesales Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
