Relationship Manager

Published date: 2024/01/10
  • Location: Jaipur, Rajasthan, India
Job Summary:

The Relationship Manager for Medical Equipment Loans will be responsible for managing the relationship with existing clients, acquiring new clients, and achieving business targets.
The primary focus of this role is to sell medical equipment loans to hospitals, clinics, and other medical establishments.

Key Responsibilities:
Develop and maintain strong relationships with existing clients to ensure repeat business and customer satisfaction.

Identify and prospect new clients in the medical equipment loans segment through various channels such as cold calling, referrals, and networking events.
Understand the customer's business requirements, financial capabilities, and creditworthiness to provide customized financial solutions.
Conduct site visits to assess the viability of the customer's business and understand their equipment financing needs.
Negotiate and finalize the terms and conditions of loan agreements with clients.
Liaise with credit and risk teams to ensure timely processing of loan applications and documentation.
Provide regular updates to clients on the status of their loan application, disbursal, and repayments.
Monitor and manage the portfolio of clients to ensure timely repayments, collections, and renewals.
Collaborate with internal stakeholders such as operations, legal, and compliance teams to ensure adherence to regulatory norms and policies.

Keep abreast of market trends, competitor activities, and industry developments to identify new business opportunities and stay ahead of the competition
Company Name: CSB Bank Ltd

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