Posted By
Posted in
Banking & Finance
Job Code
1043816
Job Description - Relationship Manager - Wholesale Banking Group
Purpose of the Job:Relationship manager is responsible for credit appraisal of the corporates and client servicing. An RM is responsible for execution of end to end set processes such as financial analysis, note making, documentation etc. for the transactions under the guidance of the Senior Relationship Manager/ Regional Head. RM also assists the Senior Relationship Manager/ Regional Head in Client servicing and portfolio management. RM is also responsible to understand & cross-sell retail liability & asset products to clients. RM is also responsible for generating new leads under the guidance of Senior Relationship Manager/ Regional Head.
Reports to : Senior Relationship Manager/ Regional Head
Key deliverables :
- Credit Appraisal -Relationship manager is expected to understand in detail the client's business, financials and prepare quality appraisal note in collaboration with Risk Management team.
- Documentation - RM facilitates disbursement of funds once sanction is in place through coordination with various internal groups. RM is also expected to complete post-disbursement documentation activities in coordination with control groups such as Legal, Compliance, Credit Middle Office.
- Portfolio management Assist the Senior Relationship Manager/ Regional Headin managing a high quality portfolio of corporate clients
- Support the Senior Relationship Manager/ Regional Headin achieving business targets, acquiring and onboarding new clients
- Understand & cross-sell various retail asset & liability products to capture entire ecosystem of corporate clients
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Posted By
Posted in
Banking & Finance
Job Code
1043816