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

Positive in Communication

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

📌 Urgently Hiring For "relationship Manager Wholesale Lending" Mumbai
🏢 MAS Financial Services
📍 Mumbai