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Roles and Responsibilities

  • Maintaining customer relationship and understanding their needsofworking capital.
  • SourcingWorking Capital/LCBD,Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Paymentand Cash Management, Etc.
  • Mapping new DSA and CA channel, generating code of his company and collecting business from him against providing payout as per the Bank policy.
  • Coordinating with operations team to resolving WC client’s queries.
  • Maintaining end to end relationship with client, from sourcing to Disbursement, servicing, renewal and enhancement with proper compliance.
  • To support/implement marketing initiatives and lead generation channels
  • Sourcing business for credit proposals from corporateand DSA channels.
  • Handling working capital clients fund base and NonFund based facilities requirements providing them solution and generating new business from him.
  • Acquiring new clients from probe data and doing Market activities in Industrial area and obtain referrals from Branch walk-in customer for Credit facilities requirements.
  • Providing solution to business customer and generate newworking capitalbusiness from him.
  • Sourcing new Overdraft, Cash Credit, Bank Guarantee, Letter Of Credit, LCBD,Term LoanEtc.
  • Generating Asset business through branch staff and helping them for liabilities products.
  • Archiving our asset target.
  • Available financial product by understanding the need of the clients.
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