Job Description
To support Relationship Management teams in the following activities,
• Preparation and submission of Credit Memos to CCG
• Regular monitoring including conducting Stress Tests for clients in portfolio
• Completion of documentation formalities in coordination with the client & CCU
• Assisting RM in completing client onboarding/KYC reviews, Legal & Valuation reports
• Follow up for regularization of overdues
• Client servicing in coordination with internal units.
• Highlighting any early warning signs of the portfolio to the RMs
Manage the existing portfolio of all clients for the designated relationship teams as well as explore opportunities for cross sell of other banking products and help the team in detecting early warning signals in their portfolios.
• Preparation and submission of Credit Memos to CCG
• Regular monitoring including conducting Stress Tests for clients in portfolio
• Completion of documentation formalities in coordination with the client & CCU
• Assisting RM in completing client onboarding/KYC reviews, Legal & Valuation reports
• Follow up for regularization of overdues
• Client servicing in coordination with internal units.
• Highlighting any early warning signs of the portfolio to the RMs
Manage the existing portfolio of all clients for the designated relationship teams as well as explore opportunities for cross sell of other banking products and help the team in detecting early warning signals in their portfolios.
💡 Quick Summary
Seeking a career-building opportunity? The RM | ARM | Sr| Associate | Associate 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.
