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Relatioinship Mana

Surat, Gujarat

Private Sector Bank

Job Description

Managing a portfolio between 20-35 BBG credit relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers.


Business Development

1. Regular Branch interaction for lead generation for BBG and updates on the leads
2. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure
3. Updating LTS and conversion of leads generated by the branches
4. Cross sell of various asset products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW
5. Increasing the IPH and CTG to ensure revenue maximization

Customer relationship management

1. Cam Preparation & query resolution
2. Customer negotiation on rates and other issues relating to charges
3. Daily servicing of customer Issuance of Cheque books, DDs, cash deposition / withdrawal issues, solvency certificates, RTGS, trade & fx transaction, etc
4. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities

Coordinating with internal and external stakeholders

1. Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TODs
2. Co-ordination with local Ops for disbursement of a case, TOD limit setting, submission of Stock Statement
3. Housekeeping including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc
4. Stressed accounts / Exit account management, follow-up and regularization of TODs


1. Should have completed Minimum two year in the current Job.
2. MBA in Finance or Marketing / Chartered Accountants with relevant experience between 1 to 5 years
3. Very good communication skills and relationship management skills
4. The candidate should be confident, aggressive and have a flair for sales
5. Through knowledge of financials is required

Company Description

Leading Private Sector Bank

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
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