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Vineeta Sharma

Managing Partner at V-Konnect Associates

Last Login: 05 June 2024

Job Views:  
659
Applications:  214
Recruiter Actions:  4

Job Code

1393447

Relationship Manager - Emerging Corporates - SME

2 - 11 Years.Noida/Mumbai/Gujarat
Posted 2 months ago
Posted 2 months ago

Revenue Generation

- Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups

Relationship Management

- Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services

- Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal

- Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank

Communication/PR of Bank's products

- Undertakes brand communication initiatives for designated products

Market Research

- Illustrates understanding of consumers, competition and current market conditions through primary and secondary research

Credit Appraisal

- Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions

Documentation and Compliance

- To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group

Self- Management Responsibilities

- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by departmental manager.

- Executes the established internal control systems and compiles the relevant information for departmental audits, as necessary.

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Posted By

user_img

Vineeta Sharma

Managing Partner at V-Konnect Associates

Last Login: 05 June 2024

Job Views:  
659
Applications:  214
Recruiter Actions:  4

Job Code

1393447

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