Enterprise Relationship Builder

2 weeks ago


Pollachi Chennai Coimbatore, India beBeeRelationship Full time US$ 6,00,000 - US$ 12,00,000

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:

  1. 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
Lead Generation & Logins
  • Target Calls & Appointments
  • Customer Communication
  • Document Collection & Follow-ups
  • Financial Review
  • Property & Legal Documents
  • KYC & Documentation
  • SPE & File Submissions
  • Customer & Valuer Coordination
  • Reference Leads
Renewals
  • Monthly Renewal Tracking
  • Document Collection for Renewals
  • Document Completeness Check
  • Renewal Follow-ups
  • Renewal Extensions
CAM Conditions & OBA Review
  • OBA & CAM Review
  • OBA Waiver
  • OBA Closure & Penalty Communication
  • CAM Conditions Review
Call Memos
  • Tracking & Review
  • Review ASR/ACR/Deferrals
  • Customer Interaction
Portfolio Management & Housekeeping (HK)
  • Reduce HK Items
  • Stock Insurance/Property Insurance
Delinquency Management
  • Customer Call for Servicing Interest
  • Communication & Follow-ups
  • Personal & Joint Visits
  • Continuous Follow-up
Complaint Management
  • 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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