Role-SBG Relationship Manager Qualification: Graduate / Post- Graduate in any discipline Role purpose: Acquire new customers in MSME segment for sourcing loans up to Rs. 5 Crores and manage customer relationships across mapped branches/ geography. Work experience required: 3 years of relevant experience from Banks/NBFCs. Job Responsibilities: ❖ Generating leads and meeting potential customers to drive acquisition of new customers.❖ Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list.❖ Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity.❖ Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines.❖ Ensure overall achievement of individual targets.❖ Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines.❖ Create and execute necessary documents, MOD, filing ROC, CERSAI, etc.❖ Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines.❖ Complete monitoring of the account on an ongoing basis until the next renewal.❖ Maintain cordial relationship with the Branch for leads and servicing of the clients
experience
12 ... Role-SBG Relationship Manager Qualification: Graduate / Post- Graduate in any discipline Role purpose: Acquire new customers in MSME segment for sourcing loans up to Rs. 5 Crores and manage customer relationships across mapped branches/ geography. Work experience required: 3 years of relevant experience from Banks/NBFCs. Job Responsibilities: ❖ Generating leads and meeting potential customers to drive acquisition of new customers.❖ Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list.❖ Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity.❖ Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines.❖ Ensure overall achievement of individual targets.❖ Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines.❖ Create and execute necessary documents, MOD, filing ROC, CERSAI, etc.❖ Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines.❖ Complete monitoring of the account on an ongoing basis until the next renewal.❖ Maintain cordial relationship with the Branch for leads and servicing of the clients
experience
12 
