Relationship Manager - Commercial Vehicles

Responsibilities:

• Relationship Manager who will be responsible for sourcing of new business from CV retail data / open market / RL branch network or CA / DSA channel network.
• Both fund based and non-fund based restricted to transport / logistics segment segments which includes products like cash credit / overdraft / WCTL / BG / LC / BC.
• Inventory funding / WC / trade / TL limits to automobile dealerships.
• Warehousing projects finance (restricted to transport / logistics segment).
• Lease rent discounting (restricted to transport / logistics segment and automobile segments).
• Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement and banks profit on transaction.
• Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals.
• Coordinating with technical, legal and operations team for loading and disbursement of files.
• Actively evaluating the opportunity of cross sell to increase the wallet share.
• Login and monitoring of TOD and adhoc facilities on regular basis.
• Coordination with the trade team for non-fund based transaction.
• Coordinating with ops and monitoring for renewal / DRS / enhancement / property insurance updation.
• Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.
• DRS tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline.
• Arranging and submission of book debts / stock statement on monthly basis, i.e. within deadline.
• RCU of files prior login of any file (renewal or enhancement).