Book Mark

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Employee Type:
Company
Company Type:
Private Ltd
Refe. Nr:
123456
Phone:
Bank / Financial Services / Broking -- Others

Relationship Officer – Small Business Banking

Chennai
1-3 Years
11/5/2015 6:59:08 AM

T M Input Services Pvt. Ltd.


Job Description
Key Responsibilitie
  • Own business banking relationships mapped to him
  • Responsible for achieving the allocated CA portfolio targets.
  • Engage clients to the complete width of Banking Products with RBL including Business Lending, Trade and Fx, Investments to Business Fees, Trade & Fx.
  • Deepen existing relationships by cross selling other products like collections and payments (Transaction Banking Services Offer)
  • Create client engagement programs and seminars with the help of regional marketing teams.
  • Ensure adherence to daily activity goals assigned by the BB head.
  • Manage, upkeep, report MIS and data points as required.
  • Maintain working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc.
  • Ensure effective client retention by utilizing all available support services
  • Strict compliance to CAMML policy and adherence to KYC for new acquisitions
  • Annual renewal of RAF (Risk Assessment Form) of increased risk customer and due diligence for required customers
  • Dispose transactions which appear in various transaction monitoring reports like LTR, LCTR etc.
  • Any other item which may come due to change in policy or observation in the portfolio

Key Skill(s)

Accounts

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Company Name:
T M Input Services Pvt. Ltd.
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