The Relationship Manager will be responsible for managing and developing relationships with clients to enhance customer satisfaction and retention. This role entails understanding clients' financial needs, providing tailored banking solutions, and ensuring timely service delivery. The successful candidate will work closely with various teams to promote services and products, manage client portfolios, and achieve sales targets.

Key responsibilities include conducting regular client meetings, identifying current business opportunities, and addressing customer inquiries and issues promptly.

1. Acquisition of New Customers.

2. Generating leads and meeting potential clients and conversion into business

3. Compliance to the KYC / Customer validation / Due Diligence / Market enquiry and collect information / data

4. Submit the credit proposals through Loan Operating System (LOS) of the Bank.

5. Follow up for sanction with regular interaction with other stakeholders of the Bank.

6.



Shall arrange to execute the documents, MOD, ROC filing, CERSAI and compliance of all post sanction activities on an on-going basis for the accounts brought in.

7. Attend to Inspection and Audit Remarks / Stock Audit / Inspection and other Audits and its compliance thereof and Statutory Requirements.

8. Monitor and verify the day to day requirements of clients and ensure healthy portfolio.

9. Identifying Early Warning Signals in the account and initiate suitable steps including escalation and timely measures.

10. Ensure overall achievement of individual targets and business targets.

11. Shall exhibit good contacts with Business team, compliance, Legal and audit team in order to have wholesome analysis of the proposal.

12. Shall have the ability to articulate his own point of view of the proposal in line with policies and extant guidelines.

📌 Relationship Manager - BBU (Chennai)
🏢 Karur Vysya Bank
📍 Chennai