Relationship Manager (Working Capital)

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Bank Jobs
1 month
India
Maharashtra
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ID: 907098
Published 1 month ago by Leading Private Bank
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In Bank Jobs category
Mumbai, Maharashtra, India
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Generating leads and meeting potential customers to drive acquisition of new customers.
• Perform necessary KYC/customer validation / due diligence / market enquiry andcollect required data / information as per check list.
• Verify references and conduct necessary unit and security visits, completeness ofdocuments, review financials/bank statements for churn, bounces, and interestservicing and start the Login Activity.
• Do the necessary internal co-ordination to obtain sanction and issuance of sanctionletter within the stipulated timelines.
• Ensure overall achievement of individual targets.
• Coordinate with panel advocates and engineers for title opinion and valuation ofproperties as per extant guidelines.
• Create and execute necessary documents, MOD, filing ROC, CERSAI, etc.
• Ensure the creation of limits in core banking and the disbursal of sanctioned limitswithin timelines.
• Complete monitoring of the account on an ongoing basis until the next renewal.
• Maintain cordial relationship with the Branch for leads and servicing of the clients. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Generating leads and meeting potential customers to drive acquisition of new customers.
• Perform necessary KYC/customer validation / due diligence / market enquiry andcollect required data / information as per check list.
• Verify references and conduct necessary unit and security visits, completeness ofdocuments, review financials/bank statements for churn, bounces, and interestservicing and start the Login Activity.
• Do the necessary internal co-ordination to obtain sanction and issuance of sanctionletter within the stipulated timelines.
• Ensure overall achievement of individual targets.
• Coordinate with panel advocates and engineers for title opinion and valuation ofproperties as per extant guidelines.
• Create and execute necessary documents, MOD, filing ROC, CERSAI, etc.
• Ensure the creation of limits in core banking and the disbursal of sanctioned limitswithin timelines.
• Complete monitoring of the account on an ongoing basis until the next renewal.
• Maintain cordial relationship with the Branch for leads and servicing of the clients.
Leading Private Bank
Leading Private Bank
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