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Hiring for Relationship Manager-business Banking-working Capital in Coimbatore, Vellore for Exp. 3 - (Coimbatore Job, Bangalore, India)

Job Description:Job Description: The role primarily involves Managing a portfolio of between 20-35 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 Addition of 1 new credit relationships per month When the portfolio size reaches 40 credit relationships, the portfolio is split into 2 and an RM/SM is added to takeover part of the relationships. 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 & amp amp query resolution -Documentation pre-disbursement (Doc collection, legal & amp amp 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 & amp amp other customer requirements like Buyers credit, TODs. -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 & amp amp 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. tags: 7 To apply for this job Click here http://spanjobs.com/india/jobs/70336366 »



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