- Relationship Manager who will be responsible for sourcing of recent business from CV retail data / Open market / RL branch network or CA / DSA channel network.
- Domain / Industry in which RM has to build the business:
1. Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)
2. Inventory Funding / WC / Trade / TL limits to automobile Dealerships
3. Warehousing Projects Finance ( restricted to transport / logistics segment )
4. Lease Rent Discounting (restricted to transport / logistics segment and automobile segments )
- Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement and banks profit on transaction
- Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals
- Coordinating with technical,
legal and operations team for loading and disbursement of files
- Actively evaluating the opportunity of cross sell to increase the wallet share
- Login and monitoring of TOD and Adhoc facilities on regular basis
- Coordination with the Trade team for non fund based transaction
- Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation.
- Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.
- DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline
- Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline
- RCU of files prior login of any file ( renewal or enhancement )