Sales and Relationship Management : •Primarily responsible for providing direct sales support on post origination activities like documentation, reactivation and unflagging of account etc by engaging with client, Ops, legal, compliance. •Active engagement with client and also with the product partners to ensure high level of utilization of regular limits •Answer client enquiries and address complaints either by directly following up on issues or referring them to the appropriate parties. Own the problems/issues and ensure that they are resolved satisfactorily. Compliance, Risk and Credit Monitoring: •Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to Credit Monitoring and RM. •Work with the Relationship Manager on ensuring all documentations for approvals are in place for Limits loaded properly to ensure faster execution of the transaction. •Work in partnership with stake holders CBMS/ Trade/ CRM to ensure LC documentation are adequate for bidding and ensure funds are adequate in customers account •Ensure all necessary approvals are sought to ensure prompt release of trade offerings/excesses for faster TAT on trade transactions. •Work with the CDD team to ensure e-CDDs are created and renewed on time. Administration: •Ensure account segmentation/arm codes are maintained on all the banking systems to enable accurate reporting. •Ensure day to day running of accounts, monitoring facility accounts to ensure they are flagged. •Cheque confirmations ensure clearing cheques are processed, and follow up on all customer instructions/requests.
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