Portfolio RM - Small Mid Enterprises Group SME

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

Job summary

Headcounts Hr in Pune is seeking a Wholesale Banking SME Portfolio Relationship Manager to acquire new clients and manage existing SME portfolios by offering transaction banking products such as TRADE, FOREX, CMS, WC, and TL. The role focuses on growing balances and delivering high service standards to drive revenue and portfolio hygiene.

The candidate will maintain strong client relationships, facilitate day-to-day transactions, and pursue cross-sell opportunities including corporate salary

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

Wholesale Banking SME Portfolio Relationship Manager Reporting to – Area Business Manager - Portfolio

• 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