Relationship Manager Full Time

Roles and Responsibilities

Prepare quality, creditworthy new business and review proposals within agreed deadlines for submission to the appropriate approval authorities and work with internal stakeholders and RM for closure on the submitted proposals.

Co-ordinate with clients for financial information, security documentation, and for any other account operations related issues.

To assists RMs with servicing and providing operational support for customers, acting as a focal point for customer servicing and transaction management needs, directing requests or acting as a referral point to the appropriate execution team

To liaise with various internal departments (Risk, CDT OPS, GLCM, GTRF, GM etc) to ensure efficient servicing of corporate customers.

Ensure timely compliance with all FCC requirements for the portfolio.

Co-ordinate with Internal Teams for ensuring account opening and KYC remediation’s are completed on time.

Ensure implementation of all audit and regulatory recommendations and constant monitoring/ review of the assigned portfolio including supporting RMs with managing RMTs.

Recognize and escalate business and cross sell opportunities to the RMs.

Collation of various MIS as per requirement from time to time.

Identify and introduce credit, service and operational improvements to improve the overall client experience