Relationship Manager- Healthcare Finance

• To Achieve over all business targets on volumes and profitability for the specific HCF customers.
• Achieve loan disbursement and asset portfolio budget set for the period under evaluation
• Achieve CASA and FD targets for the year
• Achieve revenue targets which will be mix of asset revenue, liability revenue and commission earnings and aim to maximize income.

• Cross sell of all products of the Bank and be the front face of the bank for all products.
• Focus on acquiring Salary relationship, key official and Dr accounts with help of respective support groups

• Call should be updated in the CRM systems as per guidelines for future reference and monitoring of accounts and also to assign tasks & leads to other departments.
• Should regularly engage with suppliers/ dealers/ branches for creating a funnel of cases
• 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.

• All documentation formalities to be done for effective pre and post disbursement of facilities or banking products.
• Credit appraisal process to be done timely - Recommendation of Credit Limits

• To keep a check on the performance of accounts and overall portfolio.

Tracking of defferals/ PDDs and updation of all information as per RBI and credit regulations on the specific accounts. Management of deferrals/PDDs pre and post documentation formalities

• To manage limit renewals/ enhancements in a timely and compliant manner.
• To proactively engage with client for all banking products and ensure that the same are provided to clients satisfaction.
• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Preferable understanding of healthcare services and business models
• Knowledge of Competition & Current trends in financial Industry.
• Flair for relationship management
• Aggressive approach with good communication skills.

Scoping and planning abilities.