Relationship Manager - EEG & MEG

Role & Responsibilities

Relationship Manager Emerging Enterprises Group (EEG) /Micro Enterprises Group (MEG)

Delhi NCR

• Manage and grow the portfolio of Emerging Enterprises clients through regular branch visits, lead generation, and customer meetings.
• Facilitate end-to-end loan processing including documentation, financial analysis, and coordination with credit and operations teams.
• Cross-sell banking products like CASA, credit cards, and insurance tailored to client needs.
• Ensure timely renewals, compliance with CAM/OBA conditions, and accurate record-keeping (SPE, CRM, call memos).
• Handle delinquency cases with rigorous follow-up and client coordination.
• Act as a single point of contact for customers, ensuring high service standards and quick resolution of complaints.

Delhi NCR Emerging Enterprises Group (EEG) Role Specifics:

• Conduct regular

  branch visits

  and participate in

  morning meetings

  to drive lead generation and relationship activation.
  
• Plan and execute

  joint customer calls

  with branch staff to identify and convert business opportunities.
  
• Implement

  catchment area activities

  , spot sanctions, and

  branch-level campaigns

  to increase sourcing momentum.
  
• Manage the complete credit cycle including

  documentation checks, financial assessment, KYC, legal/valuation coordination

  , and file submission.
  
• Ensure accurate and timely updates in

  CRM systems

  ; follow up on leads and document branch engagements.
  
• Promote a

  full suite of financial products

  including CASA, credit cards, and insurance through cross-sell opportunities.
  
• Review performance with branches and cluster leadership to align efforts with overall business goals under EEG.

Moga & Zira RM-MEG Role Specifics:

• Engage with micro enterprises in rural and semi-urban geographies.
  
• Identify local market opportunities through field visits, supplier/buyer ecosystems, and regional trade bodies.
  
• Drive loan origination and service delivery with a high level of

  ownership and turnaround time management

  .
  
• Serve as the single point of contact for all banking needs of assigned micro-enterprise clients.

Preferred candidate profile

• Education:

  Graduate / MBA / CA

• Experience:

  1-3 years in relationship management or sales within banking/NBFC

• Skills:

  Strong interpersonal skills, multitasking, pressure handling, and coordination across teams

• Others:

  Willingness to travel moderately and meet business targets through proactive client engagement.

Seek resolution post discussing with Customer

• Interpersonal Skills
• Coordination with multiple teams & multiple activities

Ability to work under pressure