- To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated area
- To initiate cross selling initiatives for generating additional revenues.
- To undertake new client acquisition and establish healthy working relationships with the existing / target Customers at their middle management levels
- To use alternate products/ cross sell product offerings to activate inactive customers and source new customers into the system.
- To set high standards of Deal Structuring, Due Diligence& Loan Documentation
- To have strong sectoral and product knowledge which enables effective deal structuring & term sheet discussions with the customer.
- To conduct detailed due diligence, analysis, evaluation of the deal thereby resulting in high quality appraisal.
- To ensure that Credit Appraisal Memorandums are sent for approval as per Standard Risk Norms.
- To work closely with Legal team to ensure that the loan documentation is closed with the customers to the satisfaction of PSFG.
- To maintain constant interactions with the clients, ensure effective Customer Service standards and superior client satisfaction
- To ensure satisfaction for the Portfolio clients &ensure effective servicing for their various requirements from loan processing to information requirements to post disbursement requirements like balance confirmations, NOCs etc.
- To resolve issues related to client servicing and coordinate with the Risk / OPS/ Finance/ Credit / Legal teams.
- To ensure that he / she is the critical source point of client servicing and generate repeat business opportunity leads from the Customer for PSFG.
- To ensure strong adherence to risk management and regulatory norms and credit policy/process adherence, conduct portfolio review
- To be aware of all critical policies, processes & documentation for all the PSFG products & ensure compliance
- To undertake documentation and KYC formalities for the customers in a seamless manner while managing good TATs
- To revisit existing processes/policies and suggest improvements to improve efficiency/cost effectiveness
- To keep up breast of the latest developments in the local market & report for any indication of customer defaults, sectoral changes etc.
- To ensure high standards of portfolio management (shared accountability with Risk Management team)
- Reviews, Collections, Monitoring, & Stress Asset Management (NPA)
- To conduct proactive rigorous post disbursement tracking of clients through site visits, financial & operational performance review etc.,
- To ensure compliance of all critical policies & procedures, documentary and audit requirements for the business proposals and the portfolio on an ongoing basis
- To maintain good quality lending book and manage stress / overdues (if any) by engaging actively & proactively with all stakeholders.
-
Relationship Manager
1 day ago
Anand Rathi Share and Stock Brokers Ltd Mumbai, IndiaAs a Relationship Manager, your primary responsibility is to identify, evaluate, and secure new franchise opportunities for the company. You will play a crucial role in expanding the company's franchise network by developing relationships with potential franchisees, conducting ma ...
-
Relationship Manager
10 hours ago
Mahindra Holidays & Resorts India Limited Mumbai, IndiaPosition Name - Relationship Manager / Sr. Relationship Manager · Education - Min. Graduate · Experience – Minimum 1 year experience in direct sales · Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce · JD for Rela ...
-
Relationship Manager
2 days ago
YES BANK Mumbai, IndiaCore Responsibilities · Relationship Management : · Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand YES FIRST customer relationships by pr ...
-
Relationship Manager
6 days ago
Shift Risk Insurance Brokers Limited Mumbai, IndiaShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance · We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. · Maintaining a deep knowledge of Motor / SME / Life product. · Building and maintai ...
-
Relationship Manager
6 days ago
Circle Wealth Advisors Private Limited Mumbai, IndiaCompany Description · Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. · Role Description ...
-
Relationship Manager
18 hours ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company: · SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited ...
-
Relationship Manager
3 days ago
Corphive Mumbai, IndiaSource new customers to generate revenue for fund Based and non-fund based products and · increase customer base. · Strengthen relationship with existing customer base so as to generate sustained business and · identify opportunities for cross sell. · Ensure prudent portfolio man ...
-
Relationship Manager
2 days ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaAbout the Company/Business · Debt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable fi ...
-
Relationship Manager
10 hours ago
Corphive Mumbai, IndiaKey Responsibilities: · Treasury & Markets requires building and sustaining relationships with the clients in Corporates for Treasury products. · Build and strengthen relationships with Corporate Clients across India in the Corporates for Treasury Products. · Constantly cover and ...
-
Relationship Manager
14 hours ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
-
Relationship Manager
4 days ago
Snaphunt Mumbai, India Full timeThe Offer · A role that offers a breadth of learning opportunities · Join a well known brand within Brokerage / Treasury / Securities Exchange · Work alongside & learn from best in class talent · The Job · You will be responsible for : · Acquiring and managing relationships with ...
-
Relationship Manager
6 days ago
R3 Consultant Mumbai, India Full timeRelationship Managers · Salary Range 3 4.8 LPA · Designation: Relationship Managers · Location: Mumbai (Colaba) · Job Responsibilities include: · The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent). · Supporting in adv ...
-
Relationship Manager
6 days ago
Wenger & Watson Inc Mumbai, India Full timeQualifications · Graduation/Post-Graduation: Marketing/Finance · -Minimum experience in years 5-10 yrs in Banking /Banking sales · -Must have experience in Banking products and sales · -Wealth Management experience preferred, Insurance experience , retail relationship management ...
-
Relationship Manager
14 hours ago
mutual fund company Mumbai Metropolitan Region, IndiaHiring for institutional sales at a mutual fund company. · Minimum of two years' experience in institutional sales with MF products. · Location: Mumbai, Ahmedabad, and Kolkata. · CTC up to 18 Lacs · Interested candidates can send their resumes to or WhatsApp at · ...
-
Relationship Manager
2 days ago
Mintskill HR Solutions LLP Mumbai, IndiaJob Description · JOB SUMMARY- · Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and busines ...
-
Relationship Manager
6 days ago
Hiregis Mumbai, India Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. ...
-
Relationship Manager
6 days ago
Raj Enterprise - Raj Placement Services Mumbai, India Full timePosition: Relationship Manager, Sr. Relationship Manager and Key Relationship Manager · DirectReports : Business Manager / Area Manager · Function/Department : Direct · PurposeofRole : The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads ...
-
Relationship Manager
1 week ago
iimjobs Mumbai, India Full timeDesignation : ND Department Mutual Fund. · Job Location : Mumbai. · Exp: 5 to 10 years. · Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience. · Responsibilities: · - Responsible for all Sales & d ...
-
Relationship Manager
16 hours ago
DBS Bank Mumbai, IndiaBusiness Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign ex ...
-
Relationship Manager
4 days ago
Right Tic Mumbai, IndiaWe are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. · The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation ...
Relationship Manager - Mumbai, India - iimjobs
Description
Relationship Manager - Infra FinanceRole & Responsibility:
To assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc.
To identify prospective Business houses, Corporates, Intermediaries & Bankers in the designated area & establish relationships to have a healthy pipeline & regular business.
As all PSFG clients are large corporate houses, it is important for PSFG to ensure that PSFG's relationship with the Customer is established across the Customer's hierarchy from Promoter to CFO to Senior Management to Mid Management to Operating level.
Such strong relationships help not just in sourcing good business opportunities but also in Collections, in case of any adverse financial position of the Customer.
RM should constantly engage with existing / target customers at their middle management to operating levels and Build long term & sustainable business relationship to identify their latent / express needs on funding requirements and generate leads for PSFG.
Such strong relationships help not just in sourcing good business opportunities but also in effective post-disbursement monitoring & Collections (in case of any adverse financial position of the Customer).