Relationship Manager - Bank

Bank Relationship Manager

Organization: Private Banking Sector

Role : (HealthCare & Business)

Location: Mumbai & Ahmedabad

Job Purpose:

To serve companies in the HealthCare & Education space, lending and supporting the banking needs to the big healthcare & education companies

Position Summary:

Position Responsibilities:

- Sources new clients through active referrals from clients in existing portfolios and self-generated leads.

- Easily establish relationships with customers and build rapport.

- Manage existing clients and deepen relationships to generate maximum revenue

- Assessment of lending requirements

- Critical Analysis of Financial Statements

- Ensure KYC compliance

- Understanding the conduct of the account and monitoring the credit record

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Maintain the highest order of honesty, transparency, and integrity in all his / her actions