Relationship Manager – Financial Institutions Full Time

• Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
• Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
• Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
• Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Revenue Generation

• Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
• Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Portfolio Management and Deal Structuring

• Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement.
• Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
• Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

Credit Appraisal

• Credit Assessment and CAM preparation through detailed analysis
• Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Documentation and Compliance

• Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
• Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.