• Banking Relationship Manager Jobs in Ludhiana,India - 23808402

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Job Description:

Relationship Manger

Significant Highlights

Sourcing of fresh proposals as new client acquisitions and enhancing the existing portfolio

Recognize and escalate business and cross sell opportunities in the portfolio

Focus on business development across liabilities, assets & fee to sustain and achieve growth in

relationship value, revenues & improved client stickiness

Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer

base of the portfolio

Conduct risk profiling of all mapped clients for better advisory on investment needs

Advising clients on how to manage funds

Keeping a high knwoledge about Capital Market and Comapany performances

Hand holding new to investment customers

Daily briefing customer about the govt initiatives , market changes and reform

Prepare quality and creditworthy proposal for new client acquisition, review and renewal of existing


Prepare end-to-end proposal which includes the Credit monitoring arrangement for the financials and

proposal note and presenting the same at various management committees of the company

Ensuring implementation of all audit and regulatory recommendations and constant monitoring/ review

of the assigned portfolio

To drive and manage the fund requirement of Small and medium enterprises This includes providing

end-to-end finance solutions in the form of Working Capital requirements and Business Enhancement

funding to the SME segment

Currently handling a 60 Crores worth portfolio of business loans clients

Achieved 150% of target assigned with NCA of Rs25 Crores

To complete sourcing of proposals within timelines

The various asset products (Security-backed) which the department deals into are Cash Credit,

Overdrafts, Term Loans, Bank Guarantees, Letter of Credit, Pre/ Post Shipment Finance and Letter of

Credit/ Bill Discounting

Monitor and address HNI clients banking and Investment requirements Use financial acumen a

4 Lac To 7 Lac PA
Banking / Investments / Stock Market / Financial Services
Work Experience
3 - 7 Years
Other Bachelor Degree

Profile Summary:

Employment Type : Full Time
Industry : Recruitment Services
Salary : Rs 4.0 - 7 Lakh/Yr
Deadline : 13th Apr 2020

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