1. Pre Sanction

- Acquire and maintain customer relationship and finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.

- Sourcing CASA and dealing in various trade and treasury products, bill discounting, BG, LC, CC, Payment and cash management & factoring etc.

- Coordinating with credit and risk team and other related departments such as Credit Admin Group, Accounts & Finance & Operations.

- Maintaining end to end relationship with client, i.e. from sourcing to disbursement, servicing, renewal and enhancement with proper compliance of laid guidelines of Bank.

- To deepen share of wallet for acquired portfolio.

- To support/ implement marketing initiatives and lead generation channels.

- Maintaining a strong working knowledge of client's portfolio/ products with the country.

- Resolving customers queries within agreed authority.

- Producing file notes after any client meetings, summarizing any additional actions required, including follow-up calls.

- Contributing to the development of new products and services, based on customer feedback.

- Compliance with legal requirements, industry regulations, organizational policies and professional codes.

2. Post Sanction

- Finalisation of commercial and other terms with the customer post sanction.

- Preparation of disbursement documents by liaising with customer and Credit Admin Group.

- Disbursement of facilities as per standard documentation disbursement procedure.

- Business activity planning, including reviewing existing customer files to identify additional business opportunities.

- Managing new business pitches.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.