Relationship Manager | Financial Institution
- Category: Counter Sales Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 16K to 23K
- Published on: 2025/09/21
• Source new customers to generate revenue for fund Based and non-fund based products and
increase customer base.
• Strengthen relationship with existing customer base so as to generate sustained business and
• identify opportunities for cross sell.
• Ensure prudent portfolio management and diversification of risk in partnership with the Credit Team to achieve portfolio quality.
• Ensure implementation of due processes, guidelines and Bank’s code of conduct in all transactions, sanctions, disbursals and post disbursal activities.
• Review daily/ periodic reports with a view to identify business opportunities, act upon early warning signals highlighted by the central teams, implement exit plan for stress accounts.
• Provide feedback to Risk Management/ Product Policy / Process Monitoring Teams for streamlining the processes to ensure TAT reduction, Risk Diversification and Inclusive policy.
• Ensure Product Per Customer (PPC) growth in the allocated portfolio in the defined set of products.
• Ensure prudent implementation of Digital initialization taken by the Bank in alignment with the GoI/ GoM initiatives by critically analyzing the cost benefit to the bank.
• Ensure replication of Centrally Sponsored Schemes (CSS) and State Sponsored Schemes (SSS) across given portfolio.
• Ensure throughput of CDBT & GST taxes from given portfolio and assist the Nodal officer as and when required.
• Review existing portfolio and constantly updating of Re KYC, PAN nos & Covenant compliance as per the Banking standards
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