Portfolio Relationship Manager

Headcounts Hr; Surat; On-site; INR 600,000 - 900,000; Full time

Job summary

Headcounts Hr in Surat seeks a Portfolio Relationship Manager for SME Banking. You will acquire new clients and manage the SME portfolio by offering transaction banking products such as TRADE, FOREX, CMS, WC and TL, while growing balances and revenue.

Maintain strong client relationships to enable daily transactions, cross-sell corporate salary mandates, insurance, wealth products, and privy accounts; review credit proposals, seek approvals, and ensure portfolio hygiene with timely closures.

Responsibilities

• Acquire new clients and manage existing portfolio in SME space by offering transaction banking products such as TRADE, FOREX, CMS, WC, TL
• Build a strong and robust customer base to increase the balances both assets and liabilities and earn revenue by providing them high standards of service on a going basis
• Maintain strong relationship with acquired customers to facilitate day to day transactions and retention
• Penetration of cross sell corporate salary mandates, general insurance, mediclaim, wealth & privy account
• Knows banking and products such as TRADE, FOREX, CMS to seamlessly manage customer service
• Understanding of the credit of the company, present proposals to management for seeking approvals and deal closure with client
• Ensure there are no delinquencies, portfolio hygiene, deferral closure in time, security creation

Job description

Job Responsibilities of Portfolio Relationship Manager in SME Business:

• Acquire new clients and manage existing portfolio in SME space by offering transaction banking products such as TRADE, FOREX, CMS, WC, TL
• Build a strong and robust customer base to increase the balances both assets and liabilities and earn revenue by providing them high standards of service on a going basis
• Maintain strong relationship with acquired customers to facilitate day to day transactions and retention
• Penetration of cross sell corporate salary mandates, general insurance, mediclaim, wealth & privy account
• Knows banking and products such as TRADE, FOREX, CMS to seamlessly manage customer service
• Understanding of the credit of the company, present proposals to management for seeking approvals and deal closure with client
• Ensure there are no delinquencies, portfolio hygiene, deferral closure in time, security creation