Relationship Manager | Working Capital (SME)

❖ Generating leads and meeting potential customers to drive acquisition of new customers.

❖ Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list.

❖ Verify references and conduct necessary unit and security visits, completeness of

documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity.

❖ Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines.

❖ Ensure overall achievement of individual targets.

❖ Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines.

❖ Create and execute necessary documents, MOD, filing ROC, CERSAI, etc.

❖ Ensure the creation of limits in core banking and the disbursal of sanctioned limits

within timelines.

❖ Complete monitoring of the account on an ongoing basis until the next renewal.

❖ Maintain cordial relationship with the Branch for leads and servicing of the clients.