Bank Relationship Manager
Organization: Private Banking Sector
Role : (HealthCare & Business)
Location: Mumbai & Ahmedabad
Job Purpose:
To serve companies in the HealthCare & Education space, lending and supporting the banking needs to the big healthcare & education companies
Position Summary:
Position Responsibilities:
- Sources new clients through active referrals from clients in existing portfolios and self-generated leads.
- Easily establish relationships with customers and build rapport.
- Manage existing clients and deepen relationships to generate maximum revenue
- Assessment of lending requirements
- Critical Analysis of Financial Statements
- Ensure KYC compliance
- Understanding the conduct of the account and monitoring the credit record
- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
- Maintain the highest order of honesty, transparency, and integrity in all his / her actions
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