
Enterprise Relationship Builder
2 weeks ago
Job Overview
The Relationship Manager is responsible for building and maintaining relationships with emerging enterprise clients. The role focuses on driving business growth by offering a range of financial products while ensuring smooth operations.
Main Responsibilities:
- Branch Management
- Plan Weekly Branch Visits
- Monthly Branch Meetings
- Lead Generation & Joint Calls
- Catchment Area Activity Planning
- Branch Activation & Performance Review
- Motivation & Engagement
- CRM Updates
- Documentation
- Target Calls & Appointments
- Customer Communication
- Document Collection & Follow-ups
- Financial Review
- Property & Legal Documents
- KYC & Documentation
- SPE & File Submissions
- Customer & Valuer Coordination
- Reference Leads
- Monthly Renewal Tracking
- Document Collection for Renewals
- Document Completeness Check
- Renewal Follow-ups
- Renewal Extensions
- OBA & CAM Review
- OBA Waiver
- OBA Closure & Penalty Communication
- CAM Conditions Review
- Tracking & Review
- Review ASR/ACR/Deferrals
- Customer Interaction
- Reduce HK Items
- Stock Insurance/Property Insurance
- Customer Call for Servicing Interest
- Communication & Follow-ups
- Personal & Joint Visits
- Continuous Follow-up
- Complaint Analysis & Resolution
Educational Qualifications:
- Mandatory: Graduate (preferably in Business or Finance)
- Preferred: C.A., MBA, or similar post-graduate qualifications
Key Skills:
- Sales & Influencing Skills
- Banking Product & Process Knowledge
- Strong Planning & Organizational Skills
- Excellent Communication Skills
- Coordination with Multiple Teams
- Ability to Work Under Pressure
Major Stakeholders:
- Branch Banking Team
- Operations Team
- Product Team
- Credit Team
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