Portfolio Relationship Manager SME

Headcounts Hr; New Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Headcounts Hr is seeking a Portfolio Relationship Manager for SME business. The role focuses on acquiring new clients and managing the existing SME portfolio by offering transaction banking products such as TRADE, FOREX, CMS, WC and TL.

You will build a strong customer base, drive balances in assets and liabilities, and deliver high-standard ongoing service. You will maintain relationships to facilitate daily transactions, retention, and cross-sell opportunities like corporate salary mandates,

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