Relationship Manager
2 weeks ago
JD :
Proposed KRA
Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)
Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships
Warehousing Projects Finance ( restricted to transport / logistics segment )
Lease Rent Discounting (restricted to transport / logistics segment and automobile segments )
Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement
Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals
Coordinating with technical, legal and operations team for loading and disbursement of files
Actively evaluating the opportunity of cross sell to increase the wallet share
Login and monitoring of TOD and Adhoc facilities on regular basis
Coordination with the Trade team for non fund based transaction
Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation.
Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.
DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline
Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline
RCU of files prior login of any file ( renewal or enhancement )
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