- Build and maintain positive relationships with customers by demonstrating empathy, active, listening, and professionalism.
- Addressing their queries /requests on time.
- Managing rate quotation for Loans (drawdown & Rollover), steering foreign outward and inward, transactions, issuance of Bank Guarantee, regular customer services including advisory services, to client base.
- Manage follow-ups with clients for submission of regulatory reports, including Stock Statements, Due Diligence Reports, End-Use Certificates and UFCE.
- Undertake monthly credit controls within the stipulated timeline.
- On Boarding of Clients with proper scrutiny of KYC document and periodic review of Customer Due Diligence.
- Provided support to clients for onboarding onto digital banking platforms and for operating the platforms effectively.
- Prepared approval applications for charges and additional facilities and coordinated with the E-Banking team to ensure a smooth onboarding process.
- Scrutiny of Import Bills-Lodgement & Realization of Import bills under LC, Collection bills.
- Scrutiny of Export bills- Lodgement, Realization under LC.
- Support Issuance of Bank guarantees- Advance, Performance, Financial, and SFMS advising.
- Support handling LC Discounting, Supply Chain Financing-Invoice Discounting.
- Handling Forex Transactions after initial scrutiny & documents check outward remittance and Inward remittance.
- Booking of all exchange rates in coordination with customer & Treasury.
- Ensured smooth Functioning of operations while following the compliance requirements & audit remarks in check.