Associate Relationship Manager
Published date: 2024/01/10
- Location: India
Job Description Customer Engagement • Connect with banking sector clients through cold calling and regular client visits to seek liability business with specific focus on Co-operative Banks. • Ensure KYC compliance and active customer support with focus on customer delight. specific understanding of KYC norms as it relates to KYC of Banks such as small finance banks, co-operative banks etc is a must • Work with internal stakeholders such as Risk, Audit, Compliance, Operations to ensure good client relationship and adherence to bank compliances. Specific understanding of Banking sector and related regulations is a must. Financial Performance • Prepare CAMs for fresh Sanction as well as Periodic Review on the basis of Fundamental analysis of the clients in the banking industry • Prepare Regular MIS for monitoring the business and prepare presentations for senior management Operational Excellence • Ensure adherence to standard operating procedures of the bank • Ensure adherence to banks compliances / standards • Ensure regular monitoring of portfolio
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