Posted by
Posted in
Sales & Marketing
Job Code
1726765

Key Responsibilities:
Relationship Management:
- Support the Relationship Manager in managing relationships with Large Corporate clients.
- Build and maintain strong client relationships through regular interactions and service delivery.
- Identify opportunities for cross-selling banking products and services.
- Ensure high levels of customer satisfaction and timely resolution of client queries.
Business Development:
- Assist in acquiring new Large Corporate clients and expanding existing relationships.
- Support business growth through increased wallet share and revenue generation.
- Identify opportunities for Transaction Banking, Trade Finance, Working Capital, Treasury, and Cash Management solutions.
Credit & Financial Analysis:
- Analyze financial statements, annual reports, and industry trends.
- Assist in preparing credit proposals, renewal notes, and credit appraisal memos.
- Coordinate with Credit Risk teams for approvals and documentation.
- Monitor account performance and covenant compliance.
Transaction Banking & Product Support:
- Promote Cash Management Services (CMS), Trade Finance, Forex, Supply Chain Finance, and Treasury products.
- Coordinate with product teams to deliver customized banking solutions.
- Support implementation of digital banking and transaction banking solutions.
Portfolio Monitoring:
- Monitor portfolio performance, account conduct, utilization levels, and profitability.
- Track early warning signals and overdue accounts.
- Ensure timely renewal of credit facilities and documentation.
- Maintain portfolio quality and support recovery efforts when required.
Operations & Compliance:
- Ensure compliance with RBI guidelines and internal bank policies.
- Coordinate KYC, AML, documentation, and account opening processes.
- Maintain accurate customer records and MIS reports.
- Support audit, compliance, and regulatory inspections.
Stakeholder Management:
- Liaise with Credit, Operations, Legal, Trade Finance, Treasury, and Transaction Banking teams.
- Coordinate with internal stakeholders to ensure timely execution of client requirements.
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Posted by
Posted in
Sales & Marketing
Job Code
1726765