Relationship Manager-Working Capital-Sales

• Manage big ticket size clients having group exposure 
• Build strong and effective relationship with Promoters and build client trust and confidence
• Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs.
• Ensure timely closure of all pending PDD’s.
• Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done.
• Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model.
• Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA’s.
• Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction.
• Ensure minimum delinquency and work towards exit of clients identified in EWS.
• Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working.
• Liaison with internal departments – credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT.
• Drive cross sell products and book penetration in allocated set of clients.
• Generate leads from existing customers and on-board new customer’s basis existing relationship management.
• Maintain CASA book and generate float income by opening all group accounts.
• Tracking of trade and forex transaction done by customer and generating income opportunities from this.

 

Job Requirement

• Preferably MBA/ CA 
• Experience: 2-3 years’ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees.
• Strong oral and written Communication
• Relationship Management Skill 

 

Experience Level

Mid Level