Posted By
Posted in
Banking & Finance
Job Code
647140
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.
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Posted By
Posted in
Banking & Finance
Job Code
647140