Relationship Manager/Senior Relationship Manager - Structured Corporate Financing { high ticket size deals } - BFSI

We have a very urgent position in one of the reputed BFSI / NBFC brand :

POSITION - Relationship Manager / Sr. RM - Structured Corporate Financing

LOCATION :- Delhi

CTC : 10 to 20lac pa + Quaterly incentives ; depending upon current CTC, designation, experience, business turnover, interview status.

Principal Accountabilities :

Accountability Supporting Actions

- To achieve targeted Portfolio, NIM & fee income - To achieve periodic loan book & NIM targets in CMG core products

- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them

- The product segment includes Promoter Funding, Broker Funding and Investor Funding spans across multiple asset classes; equity, MF units and Bonds.

- To undertake new client acquisition, retention & growth for larger customer base - To identify potential clients (promoters, brokers, corporate, wealth clients) through direct sales /DSA/NDs/referral networks

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls.

- To build/work on a strong DSA network & generate faster TAT for deal closures

- To contribute to customer satisfaction initiatives - To stay abreast of the client requirements and monitor the relationship from initiation to closure

- To ensure that client promises are kept and their grievances are adequately addressed or highlighted

- To ensure high standards of portfolio management(Margin regularization, market intelligence &NPA management) - The stock market volatility impacts the security value on continuous basis. Ensure proactive regularization of margin shortfalls each time.

- To keep up breast of the latest developments in the local market & report for any indication of customer defaults, sectoral changes etc.

- To maintain good quality lending book and manage stress /overdues (if any) by engaging actively & proactively with all stakeholders.

- To ensure policy/process adherence and documentation - To be aware of all critical policies, processes & documentation for all the products & ensure compliance

- To help the risk & review process by continually monitoring the client profile & the margin shortfall within predetermined time limit to ensure zero NPAs

- To formulate periodic MIS - To maintain / update LMS for their entire set of clients, existing, new and proposed and enter all activities until the closure of each transaction.

- To send periodic lead closure & sales reports to the functional head

- To contribute in own development and skill enhancement - To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

INDUSTRY / REQUIREMENTS :

- Need people with good pedigree something like big ticket structured corporate finance deals.

- Would like to see candidates from Corporate Finance lending side- candidates who have done big ticket deals- loans size between 20 cr to 200 cr - From corporate Finance - Mid Markets & Large Corporate vertical - Structured finance vertical - Banks / NBFC.

Candidates who have been previously placed by TRUSTKLUB are requested to ignore, As a policy TRUSTKLUB does not intend to offer any candidate from an organisation with whom we are partners . Incase you are an unintended recipient by any means, where in both our firms are in partnership, request you not to apply to this position.

Please Mention your current CTC and current LOCATION details, for candidates who want to relocate, please mention reason for the same.

TCPL

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