Rm Business Banking Working Capital

1 month ago

Charkhi Dadri, India Abacus Consultants Full time

**5 - 8 years**:
**Any Graduate**:
**Sales
- WC**:
**10 lkh ~ 12 lkh**:
BUSINESS UNIT Business Banking - Working Capital
JOB TITLE Relationship Manager
REPORTING LINE Territory Head
- 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 & 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 TOD’s
- 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.

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