Client- Large Private Bank
Role- Relationship Manager- Financial Institutions Group- dealing with Capital Market clients.
- Acquisition of New Clients - both Capital & Commodity market Brokers for settlement Accounts, Funded & Non Funded Facilities.
- Developing business in terms of new products, new revenue streams from existing set of allocated clients
- Deals closure with New clients w.r.t. structuring of facilities (Fund based, Non Fund based and transaction need based viz CMS, FX etc. based on Client needs.
- Putting up proposals for sanction to Credit, resolving credit queries, getting approvals /sanctions, execution of documentation for disbursements for on boarding the client.
- Co-ordination with different departments like CAD, SESO, Clgbank and CSM to ensure timely service to clients and adherence to sanction and regulatory requirements (Pay in pay out/margin obligations/Disbursements/Renewals etc.)
- Any other requirement for Acquiring and Managing Relationship.
- Should have minimum 3 years hands-on experience preferably as an RM and complete know how of servicing / client handling.
- Should be familiar with product and regulatory subjects like Capital Market, Exchanges, Depository Participants, Branch Banking operations, Cash management services.
- Go getter attitude.
- Ability to conceptualize, formulate and execute with speed
- Good relationship Management Skills
- Basic Analytical and financial skills
- Good oral and written communication skills
- Eye For detail
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