AV GLOBAL ADVISORY SERVICES

Relationship Manager | Mid Corporate Group

Mumbai, Maharashtra, India Bank Jobs Posted 7-Jul-2026
Actively Hiring Remote / WFH Full Time
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Job at a Glance

Category
Bank Jobs
Location
Mumbai, Maharashtra, India
Job Type
Remote / WFH
Company
AV GLOBAL ADVISORY SERVICES
Status
Open & Active

Job Description

Hiring for Banking Clients Role - Relationship Manager - Mid Corporate Group Location -Mumbai, Pune, Bangalore Job Description • To Achieve over all business targets on volumes and profitability for the specific Mid Corporate customers. • Wallet share identification and scoping of all accounts - existing and potential NTB customers - Scope for possible product penetration and provide strategy on the specific accounts. • RMs should be on regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors. • Call should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks leads to other departments. • Monthly review to be done with various product groups and supervisors who support the RM portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration. • Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. • Ensure that all the management guidance is properly adhered to for effective management guidance implementation. • KYC / AML tracking of the customers handled by the RM - All documentation formalities to be done for effective pre and post disbursement of facilities or banking products. • Tracking of deferrals and updating of all information as per RBI and credit regulations on the specific accounts. Management of deferrals/ pre and post documentation formalities. • Cross sell of all products of the Bank and be the front face of the bank for all products. • To keep a check on the performance of accounts and overall portfolio. • Credit appraisal process to be done timely - Recommendation of Credit Limits - Portfolio review and remedial management - includes managing exits, line reductions, recovery and restructuring of exposures. Management of stress and critical accounts. • Improvement on yield for the Bank so that the Portfolio has a strong Return on capital - RM portfolio level. • Team management - working as a team and do act as support to other team members when required. In line with Banks initiatives of growth. • Communicate all pain areas of the customer so that support functions help in resolving the same through process improvement / TAT for higher product share. • Keep a track on Performance, variance with budgets and plans to meet shortfall for his / her own portfolio. • Interaction with promoters and senior management of Mid Corporate relationships to build a strong relationship with the clients. • To make sure high level of client satisfaction. • Interacting with various departments of the Bank and providing them with insight on ECG business and to get inputs on their business for cross sell at the region level. Interested applicants can share profiles to [email protected] / WhatsApp profiles to +150034555 This job is provided by Shine.com
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Job Details

Category Bank Jobs
Location Mumbai
Posted 2026-07-07 11:00:07
Type Remote / WFH
Status Active

Posted By

C
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