Relationship Manager - WSB (Location : Jaipur)
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Relationship Manager - WSB (Location : J...MFT9226
OthersJaipur
Required Experience
5 - 15 Years
Posted On
04 May 2023
Basic Section
No. Of Openings
1
Grade
NA1
Designation
Others
Closing Date
30 Jun 2023
Organisational
Organisation
CSB Bank
Organization Unit
Wholesale Banking
Sub Org Unit 1
Others
Sub Org Unit 2
Others
Sub Org Unit 3
Others
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Branch/Department Code
1008
Branch/Department Name
Wholesale Banking
Country
India
Geographic Zone
North
State
Rajasthan
City
Jaipur
Worksite
Jaipur
Worksite Code
312
Skills
Skill
RELATIONSHIP MANAGEMENT
WHOLESALE BANKING
CORPORATE BANKING
Minimum Qualification
MBA
CERTIFICATION
No data available
Working Language
No data available
Job Description
Job Purpose:
To build and nurture relationship with clients in the corporate segment and generate business and revenue for the bank. To handle 30 to 35 clients at any time. To sell and cross sell various products offered by the bank to these customers.
Functional Responsibilities:
Sourcing
Conduct market study and prepare market maps to streamline sourcing
Cold-call on potential clients and constantly track their demand for banking requirements
Conduct market visits and promote Bank’s various products to prospective customers
Periodically visit existing customers and identify opportunities for up-sell and cross-sell
Participate in product promotion events organized in partnership with key industry stake holders
Respond to loan requests received through external channels – Financial Advisory service providers, Chartered Accountants, etc.
Credit Underwriting & Credit Rating
Collect KYC documents, financial statements and other collateral related documents from borrowers
Conduct borrower and collateral de-dupe checks in the system
Coordinate with credit analysts and complete minimum eligibility checks
Conduct personal discussions, perform secondary research & prepare market study reports
Analyze financial statements and credit score applications Pre and Post disbursement
Coordinate with borrower to accept the sanction letter complete signing of loan agreement and T&C documents
Coordinate with Credit Admin team for completing compliance checks before disbursement of credit facility
Coordinate with Central Operations team for account opening
Monitoring of the account post disbursal
Ensure compliance with sanction terms
Product
Assist Product Team in new product launches by conducting market studies
Conduct marketing activities to promote new products launched
Any other tasks assigned by the bank.
Competencies required for role:
(a) Communication
(b) Sales Skills
(c) Relationship management
(d) Leadership skills
(e) Ability to attract good talent
(f) Team Development
(g) Planning and Implementation
(h) Resource Allocation
(i) Achievement Orientation
OthersJaipur
Required Experience
5 - 15 Years
Posted On
04 May 2023
Basic Section
No. Of Openings
1
Grade
NA1
Designation
Others
Closing Date
30 Jun 2023
Organisational
Organisation
CSB Bank
Organization Unit
Wholesale Banking
Sub Org Unit 1
Others
Sub Org Unit 2
Others
Sub Org Unit 3
Others
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Branch/Department Code
1008
Branch/Department Name
Wholesale Banking
Country
India
Geographic Zone
North
State
Rajasthan
City
Jaipur
Worksite
Jaipur
Worksite Code
312
Skills
Skill
RELATIONSHIP MANAGEMENT
WHOLESALE BANKING
CORPORATE BANKING
Minimum Qualification
MBA
CERTIFICATION
No data available
Working Language
No data available
Job Description
Job Purpose:
To build and nurture relationship with clients in the corporate segment and generate business and revenue for the bank. To handle 30 to 35 clients at any time. To sell and cross sell various products offered by the bank to these customers.
Functional Responsibilities:
Sourcing
Conduct market study and prepare market maps to streamline sourcing
Cold-call on potential clients and constantly track their demand for banking requirements
Conduct market visits and promote Bank’s various products to prospective customers
Periodically visit existing customers and identify opportunities for up-sell and cross-sell
Participate in product promotion events organized in partnership with key industry stake holders
Respond to loan requests received through external channels – Financial Advisory service providers, Chartered Accountants, etc.
Credit Underwriting & Credit Rating
Collect KYC documents, financial statements and other collateral related documents from borrowers
Conduct borrower and collateral de-dupe checks in the system
Coordinate with credit analysts and complete minimum eligibility checks
Conduct personal discussions, perform secondary research & prepare market study reports
Analyze financial statements and credit score applications Pre and Post disbursement
Coordinate with borrower to accept the sanction letter complete signing of loan agreement and T&C documents
Coordinate with Credit Admin team for completing compliance checks before disbursement of credit facility
Coordinate with Central Operations team for account opening
Monitoring of the account post disbursal
Ensure compliance with sanction terms
Product
Assist Product Team in new product launches by conducting market studies
Conduct marketing activities to promote new products launched
Any other tasks assigned by the bank.
Competencies required for role:
(a) Communication
(b) Sales Skills
(c) Relationship management
(d) Leadership skills
(e) Ability to attract good talent
(f) Team Development
(g) Planning and Implementation
(h) Resource Allocation
(i) Achievement Orientation
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