Manager/Senior Manager/Chief Manager - Senior RM - LAS - Institutional Lending

Grade : Manager/Sr. Manager/Chief Manager

Reports to : Regional Head/Zonal Head/National Head

Job description:

To achieve targeted Portfolio, NIM & fee income

To achieve periodic loan book & NIM targets in CMG core products

To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them

The product segment includes Promoter Funding, Broker Funding and Investor Funding spans across multiple asset classes; equity, MF units and Bonds.

To undertake new client acquisition, retention & growth for larger customer base

To identify potential clients (promoters, brokers, corporate, wealth clients) through direct sales /DSA/NDs/referral networks

To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls.

To build/work on a strong DSA network & generate faster TAT for deal closures

To contribute to customer satisfaction initiatives

To stay abreast of the client requirements and monitor the relationship from initiation to closure

To ensure that client promises are kept and their grievances are adequately addressed or highlighted

To ensure high standards of portfolio management (Margin regularization, market intelligence & NPA management)

The stock market volatility impacts the security value on continuous basis. Ensure proactive regularization of margin shortfalls each time.

To keep up breast of the latest developments in the local market & report for any indication of customer defaults, sectoral changes etc.

To maintain good quality lending book and manage stress /overdues (if any) by engaging actively & proactively with all stakeholders.

Preferred candidates from Institutional Lending background or Senior Wealth Management or Mid-Market/ Large Market - Corporate Finance Group.

Roopali Dhamija
Maven Workforce Pvt. Ltd.