Verified Job
Accounting - Finance
Relationship Manager - Financial Institutions - Corporate
Accounting - Finance
#705163
Remote / WFH
Job Description
As a candidate for this role, you will be responsible for the following tasks:
- Creating and monitoring advances/investment asset books through lending to NBFC and other financial institutional segment borrowers.
- Preparing Credit Appraisal Memos for FI segment borrowers with detailed financial/credit analysis, presenting the proposals, and arranging facility approvals from relevant sanctioning authorities.
- Sourcing New to Bank/New to Credit clients for the Bank throughout the year in the south region.
- Generating liabilities from NBFC/Fintech segment clients through cross-selling in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc.
- Conducting frequent client meetings for credit monitoring and gathering client/market information.
- Understanding the competencies relevant to your role and working towards displaying and developing these effectively.
- Keeping abreast of relevant professional/industry developments, new techniques, and current issues through continued education and professional networks.
- Following risk policy and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as instructed by the departmental manager.
- Executing the established internal control systems and compiling relevant information for departmental audits as necessary.
No additional details about the company were provided in the job description. As a candidate for this role, you will be responsible for the following tasks:
- Creating and monitoring advances/investment asset books through lending to NBFC and other financial institutional segment borrowers.
- Preparing Credit Appraisal Memos for FI segment borrowers with detailed financial/credit analysis, presenting the proposals, and arranging facility approvals from relevant sanctioning authorities.
- Sourcing New to Bank/New to Credit clients for the Bank throughout the year in the south region.
- Generating liabilities from NBFC/Fintech segment clients through cross-selling in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc.
- Conducting frequent client meetings for credit monitoring and gathering client/market information.
- Understanding the competencies relevant to your role and working towards displaying and developing these effectively.
- Keeping abreast of relevant professional/industry developments, new techniques, and current issues through continued education and professional networks.
- Following risk policy and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as instructed by the departmental manager.
- Executing the established internal control systems and compiling relevant information for departmental audits as necessary.
No additional details about the company were provided in the job description.
- Creating and monitoring advances/investment asset books through lending to NBFC and other financial institutional segment borrowers.
- Preparing Credit Appraisal Memos for FI segment borrowers with detailed financial/credit analysis, presenting the proposals, and arranging facility approvals from relevant sanctioning authorities.
- Sourcing New to Bank/New to Credit clients for the Bank throughout the year in the south region.
- Generating liabilities from NBFC/Fintech segment clients through cross-selling in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc.
- Conducting frequent client meetings for credit monitoring and gathering client/market information.
- Understanding the competencies relevant to your role and working towards displaying and developing these effectively.
- Keeping abreast of relevant professional/industry developments, new techniques, and current issues through continued education and professional networks.
- Following risk policy and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as instructed by the departmental manager.
- Executing the established internal control systems and compiling relevant information for departmental audits as necessary.
No additional details about the company were provided in the job description. As a candidate for this role, you will be responsible for the following tasks:
- Creating and monitoring advances/investment asset books through lending to NBFC and other financial institutional segment borrowers.
- Preparing Credit Appraisal Memos for FI segment borrowers with detailed financial/credit analysis, presenting the proposals, and arranging facility approvals from relevant sanctioning authorities.
- Sourcing New to Bank/New to Credit clients for the Bank throughout the year in the south region.
- Generating liabilities from NBFC/Fintech segment clients through cross-selling in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc.
- Conducting frequent client meetings for credit monitoring and gathering client/market information.
- Understanding the competencies relevant to your role and working towards displaying and developing these effectively.
- Keeping abreast of relevant professional/industry developments, new techniques, and current issues through continued education and professional networks.
- Following risk policy and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as instructed by the departmental manager.
- Executing the established internal control systems and compiling relevant information for departmental audits as necessary.
No additional details about the company were provided in the job description.
