Job Description
Urgent Requirement with Leading Bank
Vacancy- Relationship Manger- Business Banking Group
Location-Chennai, Bangalore, Hyderabad, Mumbai, Pune
Relationship Manager - Business Banking - Working Capital - Hyderabad/Bangalore
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.
Candidates with relevant experience in handling Working Capital, Term loans/Business loans segment from Banks or NBFC Chennai can apply.
Interested Candidates Can Call Or Whatsapp Profiles To
This job is provided by Shine.com
Vacancy- Relationship Manger- Business Banking Group
Location-Chennai, Bangalore, Hyderabad, Mumbai, Pune
Relationship Manager - Business Banking - Working Capital - Hyderabad/Bangalore
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.
Candidates with relevant experience in handling Working Capital, Term loans/Business loans segment from Banks or NBFC Chennai can apply.
Interested Candidates Can Call Or Whatsapp Profiles To
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The SME | Business Banking Relationship Manager | Banking position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
