- Source new current accounts

- Ensure that KYC (Know Your Customer) norms are met

- Determine the constitution of variant i.e., the type of enterprise and kinds of account like Limited Liability Partnership (LLP)

- Ensure that for every account sourced current documentation is complete from that particular account account like Memorandum of Association (MOA) and Article of Association (AOA)]

- Facilitate the client on exports and imports

- Build a healthy GL book - Current Account and Fixed deposit

- Build a healthy asset base - Secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory and bank level requirements; achieving the target set on Current Accounts, Trade/Forex and Business Loans

- Take balance sheet audit: Auditor's notes and profit & loss account of the entity as per the Indian Accounting rules

- Working Capital: To apply Maximum Permissible Bank Finance (MPBF) for assessment of the working capital to calculate the limit

- Receive collateral from client in form of security

- International Trade: Facilitate clients in exchanging of currency by completing the formats in terms of papers (which is mandatory as per the norms)

Deliverables:

- Ensure the collection of fee from Branch Operation Manager Commercial

- Maintain CASA float (Current Account-Savings Account) of High Net-Worth Individual (HNI) to avoid any risk like devaluation of properties (securities)

- Visit with Wealth Managers to their clients for joint calls

- Provide training and knowledge related to wealth markets to the Relationship Managers

Product/Customer Handled:

- Current Accounts, Trade and Forex products, business loans

- High Net worth/ Business Banking clients

Skills and Competencies:

- Ability to research information from various sources on Business Banking and process the information to make informed decisions

- Knowledge and understanding of Business Banking products and legislation

- Ability to ensure compliance through regular process checks and self-audit scores

- Managing relationships to improve relationship value of existing customers

- Ability to coach and train the wealth managers

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.