Comprehensive selling of all Business Banking services and
products after careful evaluation of the existing client portfolio.
• Complete
ownership of a portfolio of approx. 25 productive accounts.
• Responsible
for the growth of the portfolio (organic and inorganic),ensuring targets are
met and there is availability of an increased revenue stream.
• Cross
sell: Ensuring lead conversion of leads generated by branches. Cross sell of
CASA / FDs, TPP, other product requirements to existing customers. Identify
opportunities to cross sell all products and services (i.e. Term Loan, Cash
credit, pre shipment / post shipment, Liabilities, Trade & forex payment
services, Investments, Credit cards etc).
• Credit
Management & Housekeeping: Primarily includes CAM preparations and timely
renewals, obtaining and closing deferrals, plant and site visits and
preparation of call memos, obtaining and deciphering stock statements,
quarterly results, insurance and Trade overdraft management.
• Ensuring
the quality of Portfolio.Be on the lookout for stress signs in the client
operations / activity and address them.
• Other
activities include Documentation pre-sanction and post sanction, Customer
negotiation on rates and other terms, Updating LTS and conversion of leads,
Customer profiling sheet and identifying cross sell / revenue increasing
opportunity, Regular Branch interaction, Daily servicing of customer, Call Memo
preparation and Site visit / plant /property visitation.
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