Relationship Manager - Commercial Vehicles
• Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network.
• Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)
• Cross sell of other banking products
• Souring and Servicing of WC, Inventory Funding or Trade Advance 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
• 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 )
