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Job Overview



Job Role

Investment Banking

Functional Area

Investment Banking, Private Equity & VC

Work preferred

Work from Office


Min Experience

4 Years

Max Experience

7 Years


Roles and Responsibilities Job Purpose Sourcing of working capital files by activating sourcing channels like branches, direct sales and achieving the disbursement target set for the year. To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management Plan the branch visits detailing the coverage every week Meeting the branches during the morning meeting - every branch once a month Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls Planning the catchment area activity/scoping for lead generation/joint call Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. Creating excitement in branches/spot sanctions/contests/recognition program Check CRM daily and review the leads/update follow up leads/with dates Document branch meeting through Cogent/mails Lead generation/logins Planning the above so that it translates into 2 calls per day/2 appointments per day Send the communication to the customer on documents required Follow up the on the calls made for documents/arrange for pickup of documents Check for completeness of documents Go through the Financials/bank statements for churn/bounces/interest servicing Collection of property documents for legal/valuation - check for completeness chain docs etc. KYCs List down the points to be clarified from the customer Fill in the FAQs post discussion with the customer SPE updation Submission of file to ops for scanning Submission of docs for legal/valuation Co-ordination with customer/value Buyer/supplier ref check ----- > Ref leads Cross Selling To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. Monitor and track Leads. Renewals List down the renewals every month for the next two months Work on the renewals in advance Mail to the respective customers on docs required for renewal Follow up weekly twice for docs Arrange for collection of documents Check the documents for completeness Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos Speak to the customer for addressing issues/aberrations SPE Hand over to ops for scanning follow post login formalities For renewals overdue and having genuine delay put up for extensions CAM conditions review/OBA review Churn review for OBA once a month Conditions review once a month If OBA waiver required/check for justification/check for churn/put up to the authority If not inform the customer on closure of OBA/levy of 2% penalty Same for CAM conditions Call Memos List down the call memos due for the quarter Review of ASR/ACR/cam conditions/deferrals for the customers Meet the customer and understand the business/issues if any Upload the call memos in shock and awe for endorsement/noting Portfolio Management and Housekeeping (HK) Reduce HK. Closure of critical and high aging items Stock insurance/property insurance Communicate the premium to the customer after listing down the pendency Collect docs if requiredSubmission to OPS Delinquency management Depending upon severity of each case - Customer Call for servicing Interest. Email communication to Branch & customer Personal Visit to Customer / Joint Visit with Credit Manager; Rigorous follow-up Complaints : CRM / MD/ PNO / CRO Analyze complaint Seek resolution post discussing with Customer Role: Sales Manager Salary: Not Disclosed by Recruiter Industry: Banking Functional Area BFSI , Investments & Trading Role Category Trading, Asset & Wealth Management Employment Type: Full Time, Permanent Key Skills Lead Generation Branch Management Direct Sales Relationship Management Banking Sourcing RM Working Capital Business Leadership Buyer Activities Education UG: Any Graduate Company Profile Forret India Private Limited Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them. Company Info Recruiter Name: Vishal Varma Contact Company: Forret India Private Limited Telephone: +91-XXXXXXXXXX Website: