Relationship Manager-Working Capital

Role & responsibilities

Scope and acquire new working capital clients for the working capital segment of the bank called Business Banking Group. The individual will be responsible for scoping new to bank clients from branch customers, existing client references and open market activity. Post disbursement monitoring and management of the client till first renewal will also be the responsibility of the RM.

Acquire & maintain business banking asset clients for the bank

• Service to the client basis customer's requirement

• Ensure daily/ weekly visits to different sourcing channels like branches and DSAs/

• Negotiate deals by interacting with people at various levels of the organization and outside environment

• Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance

• Acquiring assets, trade & forex clients.

• Managing assets, trade & forex of the acquired set of clients and achieving the assigned targets.

• Dealing in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc.

• Customizing product as per the customer requirements

• Plan the activities to acquire New Client acquisition

• Providing support in all the operational activities of bank

• Coordinating with credit team and other related departments

• To deepen share of wallet for the acquired portfolio

• To support/implement marketing initiatives and lead generation channels

• Sourcing business for credit proposals from corporate

• Act as single point for customer query resolution and compliance

• Ensure compliance and timely update of CRM activities on time Branch Visits, Customer Visits, Lead Fulfilment etc.

• Timely responses to central queries of various aspects of RM activities, including but not limited to daily sales report.