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Relationship Manager - MF <table height="186" width="202"><tbody><tr><td class="et5" height="30" width="100%">To achieve the Business Targets for  Disbursement</td></tr><tr><td class="et5" height="52" width="100%">Budgeted Yield for the financial year </td></tr><tr><td class="et5" height="52" width="100%">Budgeted Fee Income for the financial year </td></tr><tr><td class="et6" height="52" width="100%">Portfolio quality</td></tr></tbody></table>

Equitas Small Finance Ltd

Relationship Manager - AHF <table height="186" width="202"><tbody><tr><td class="et5" height="30" width="100%">To achieve the Business Targets for  Disbursement</td></tr><tr><td class="et5" height="52" width="100%">Budgeted Yield for the financial year </td></tr><tr><td class="et5" height="52" width="100%">Budgeted Fee Income for the financial year </td></tr><tr><td class="et6" height="52" width="100%">Portfolio quality</td></tr></tbody></table>

RELATIONSHIP MANAGER Company Name – Muthoot Fincorp LimitedJob Title – Relationship Manager, Secured &amp; Unsecured Business Loans Grade – C2Location – PAN IndiaReports to – Business Manager, Secured &amp; Unsecured Business LoansSpan Of Control – NA Job Purpose The purpose of the role is to deliver and execute customer acquisition through business development and support branch channel in managing the customer journey through sales championship, process championship and product championship.  Key Job Responsibilities Deliver on Customer Acquisition through business development<ul><li>To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</li><li>Work in the Area assigned by the Branch Business Manager and generate leads</li><li>Cold Calling to the potential customer base to generate business</li><li>Daily Sales Calls as per the Plan submitted to BBM</li><li>To find, nurture and develop excellent relationship with the Referral Partners / Connectors</li></ul> Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business<ul><li>To give doorstep service to customers – at their residence or office.</li><li>To learn the Organization’s policies, and source files as per the policy.</li><li>To Act as the Eyes &amp; Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager </li><li>To Support the Customers in terms of end -to- end loan processing.</li><li>To act as the Bridge between Customers and the Branch</li><li>To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</li><li>To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</li><li>To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</li><li>Retain existing live loan customers.</li></ul> Knowledge, Skills &amp; Attributes<ul><li>Result Orientation</li><li>Customer Service &amp; Retention Focus</li><li>Strong presentation skills</li><li>Relationship Building &amp; Stake holder Management</li><li>Process Knowledge/ Orientation</li><li>Cross Selling / Upselling Skills</li><li>Business Development</li><li>Communication Skills – Proficiency in local language and English</li></ul> Culture at Muthoot Pappachan GroupWe do everything to gain and maintain the “Trust” of all the stakeholders and don’t do anything to lose their “Trust”. Trust is the overarching “Core Value”, one which, our other values have been built. Our Core Values Integrity<ul><li>Asking oneself before saying, doing or deciding on anything, whether it’s passing the test of integrity. No unethical shortcuts, to save time, money and energy. Strict adherence to regulatory and other statutory bodies guidelines. Transparency in all business deals. Offer solutions to customers on the basis of their needs only. Encourage people to highlight any practices that go against this core value</li></ul> Collaboration<ul><li>Genuinely believe &amp; treat the organization as your family. Encourage people to build healthy professional relationship with members of other departments and functions. Welcome feedback from other departments. Encourage people from other departments to join for brainstorming sessions. Look at the big picture (organization goals) rather than limiting the vision to the individual / department goal. Help others to achieve their goals / tasks</li></ul> Excellence<ul><li>Maddeningly pursue excellence. Look for best outcomes before finalizing the approach. Maintain a constructive and critical mindset to gauge &amp; ensure quality. Open for constructive feedback from others to refine the final output. Benchmark against the best only, should not be basis convenience. We should look for continuous improvement. Recognize and appreciate, if we observe any superior performance. Don’t get settled for less at any cost – display the go getter attitude. Encourage people to stretch in order to achieve excellence</li></ul> Building on the bedrock of Core Values, below are the other key constituents of the “Culture Code”<ul><li>Honesty</li><li>Humility </li><li>Empathy </li><li>Empowerment</li><li>Agility</li><li>Ownership</li><li>Fresh Thinking &amp; Continuous Renewal</li><li>Inclusion</li><li>Work-Life Balance</li></ul> Role RequirementsEducational Qualification – Graduate Experience – At least 2 years’ experience in working in Retail Assets especially Home Loans and Loan Against Property business.   Exposure to Affordable segment preferred.

Muthoot Fincorp Limited

Relationship Manager - Retail <table border="0" cellpadding="0" cellspacing="0" width="198"><tbody><tr><td class="xl73" height="20" width="100%">DESIRED RESULT</td></tr><tr><td class="xl76" height="34" width="100%">Achieve the defined     Disbursement Targets for New Products</td></tr><tr><td class="xl74" height="40" width="100%">Collection efficiency &amp; Portfolio Quality</td></tr><tr><td class="xl76" height="34" width="100%">Self Development</td></tr><tr><td class="xl76" height="34" width="100%">Process Orientaition</td></tr></tbody></table>

Relationship Manager - MLAPRelationship Manager - MLApRelationship Manager - MLApRelationship Manager - MLApRelationship Manager - MLApRelationship Manager - MLApRelationship Manager - MLAp

Relationship Manager - AHF<table border="0" cellpadding="0" cellspacing="0" width="286"><tbody><tr><td class="xl68" height="40" width="100%">DESIRED RESULT</td></tr><tr><td class="xl69" height="40" width="100%">Achieve the defined     Business Targets for M-LAP &amp; Agri Productwise and New Product</td></tr><tr><td class="xl69" height="40" width="100%">Achieve the defined     Business Targets for MF</td></tr><tr><td class="xl70" height="40" width="100%">Ensure achievement of 100% collections target set for the branch for Retail &amp; New Product.</td></tr><tr><td class="xl70" height="40" width="100%">Ensure achievement of 100%     achievement of PAR reduction and MFI business targets</td></tr><tr><td class="xl69" height="40" width="100%">Profitability</td></tr><tr><td class="xl70" height="40" width="100%">Overall Porfolio Quality</td></tr><tr><td class="xl71" height="40" width="100%">Team Management</td></tr><tr><td class="xl72" height="40">Culture Ambasaddor</td></tr><tr><td class="xl71" height="40" width="100%">Team Development</td></tr></tbody></table>

Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-SalesPosition / Job Title (Proposed) RMDesignation ManagerFunction Financial Institutions Group-Capital Market-Sales SegmentWholesale BusinessDivisionWholesale BankingGradeM3Reporting To Vice PresidentLocationMumbai - BKC  Key Deliverables <ul><li>Experience in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)</li><li>New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures</li><li>Deep mining of the existing clients to see cross-selling opportunities</li><li>Servicing of the clients with respect to settlement, confirmations, trade-related and banking related queries.</li></ul>



 



   Qualification and Experience<ul><li>Post Grad MBA or CA</li><li>Minimum 3 years’ Experience in Custody</li></ul>  Job Skills <ul><li> Sales and negotiation</li></ul> <h4>Experience Level</h4>Mid Level

Kotak Mahindra Bank

Relationship Manager-Business Banking-Affluent-Priority-Regional salesRole: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other product s - Maintains complete relationship record for assigned customer accounts Job Requirement: - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA
Acquire and expand relationships with HNI clients through strategic profiling and personalized engagement. Generate business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Formulate and implement sales plans to onboard new HNI customers and grow the client base. Conduct regular portfolio reviews and present investment solutions tailored to client needs. Maintain consistent client contact through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times (TAT) to ensure satisfaction. Ensure high standards of customer service and adherence to bank policies and regulatory guidelines. Educate clients on new products and enhancements to deepen banking relationships. Plan and execute special sales initiatives and client engagement events. Maintain complete and up-to-date relationship records for all assigned customer accounts. Collaborate with product managers and group companies to offer integrated financial solutions. Stay informed about market trends, competitor strategies, and regulatory updates.<h4>Experience Level</h4>Senior Level

Relationship Manager - Retail<ul><li>Processing &amp; generating leads for  Micro LAP &amp; Micro Housing finance  by accessing their income through personal discussion &amp; field Visit.</li><li>Track and Ensure Repayments of the Loan disbursed </li></ul> <ul><li>Lead generation &amp; conversion for existing micro finance members who require MICRO LAP or MICRO Housing</li><li>Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner</li><li>Sourcing &amp; Completion of Loan document application form filling and follow-up to be done till disbursement stage</li></ul>

Relationship Manager-PRIME VISHWAAS-SalesRelationship Manager – Prime Vishwaas Sales – M1 Job role &amp; Responsibilities: <ul><li>Manage Auto loan through Car Dealers, Direct Sales Agents  &amp; Direct Sales Teams </li><li>Empanelment of New car Dealers, DSA &amp; DST in the Market</li><li>Accountable for sales performance &amp; Productivity of team</li><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul> Deliverables : <ul><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul>   <ul><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul><ul><li>Graduate</li><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul><h4>Experience Level</h4>Mid Level

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