Role & responsibilities
- Monthly business planning.
- Sourcing recent clients.
- Negotiating terms.
- Scheduling meeting of the partner with CMD/advisory committee.
- Following up for the key take away of meeting and get it done from clients.
- Preparing minutes of the meeting.
- Due diligence.
- Deep diving.
- Market intelligence.
- Visit partner regularly (at least once in a year).
- Follow up for other documents as required by credit and operation team.
- Liaising with credit manager and Compliance manager for post and pre disbursement documents.
- Take complete control of partnership process starting from setting monthly limit to collection and tracking physical files.
- Monthly reporting (as format provided-RM reporting).
- Preparation of monthly MIS.
- Follow up for underlying security modification/change.

Preferred candidate profile :

MBA in Finance

Good in Communication

Preferred Experience with NBFC and Bank(Wholesale lending- NBFC)

📌 Urgently Hiring For "Relationship Manager- Wholesale Lending" (Mumbai)
🏢 MAS Financial Services
📍 Mumbai