CBG:Geography Cross-sell and Portfolio Manager

1 week ago


Bengaluru, Karnataka, India Axis Bank Full time

CBG:Geography Cross-sell and Portfolio Manager - MEG

Years 1 Opening BANGALORE

Role description

Geography Liability Portfolio Manager – Medium Enterprises Group

About Commercial Banking Coverage Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role Geography Liability Portfolio Manager will be driving liability and third-party products by ensuring regular co-ordination with MEG GHs, State Heads and RMs, ensuring desired productivity and PPC growth.Candidate will be a key resource well-versed in liability products such Current Accounts/ Term Deposits and will be driving the other cross-sell products such as Burgundy Private, SA VCIP, GI and LI for MEG customers. Developing strategies and campaigns within geography to ensure liability and third party budgets are met. This position will be reporting to Geography Head - MEG

Key Responsibilities Account planning –

Plot cross sell products missing against each account, set up a plan and ensure delivery. To ensure regular cadence with branch banking team, monitor lead progress, assess quality and quantity of leads. Candidate will co-ordinate with respective RBBHs, Circle heads and ensure desired outcomes on leads. Ensuring desired growth of liability book across products such as CA CDAB, Term Deposit and Salary Accounts in MEG, by coordinating with RMs, Customers and branch banking teams. Growing CA and CMS fees. Ensuring regular cadence with Burgundy Private, LI, GI and Salary teams to track and ensure onboarding of ETB and NTB customers. Training RMs on liability products and third party products such as LI and GI. Ensuring 100% SP certification for RMs. Qualifications Optimal qualification for success on the job is: MBA, CA, Other Post graduate qualification. Experience: min 5-8 years handing liability sales, branch banking, third party products etc. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Candidate should be a go getter. In-depth knowledge of various liability products, CMS, and third party products. Should be able to plan and execute budgets for various products in coordination with GHS, State Heads, RMs, branches and product teams. Good communication and inter-personal skills. Should be able to motivate and train RMs to get desired level of productivity. Should be able to deal with various hierarchies to drive the agenda. Should be able to effectively deal with customers, branch banking, WBO and products teams to ensure maximum PPC penetration and revenue growth. Should be able to independently plan and execute the strategy to achieve the desired growth in liability and treasury business. Grade – AVP

Skills

Refer to the Job Description


  • Portfolio Manager

    1 week ago


    Bengaluru, Karnataka, India PayU Full time

    Title - Portfolio Manager Level - Senior Manager Job Description - What you'll be doing: - Build and Scale the Checkout EMI product at Lazypay by working closely with cross functional teams.- Evaluate the different merchant partners for offering checkout EMI and establish the operating and commercial framework for the same- Work with Internal teams to...


  • Bengaluru, Karnataka, India Razorpay Full time

    The Role: In this role, the person would be responsible for the cross-border charter for Razorpay. This will include export payments, import payments, LRS, and other initiatives. Roles and Responsibilities: Responsible for generating and qualifying leads in customer segments requiring cross-border payment solutions like e-commerce exporters,...


  • Bengaluru, Karnataka, India General Manager Demand Planning"| Bangalore Full time

    Prime Banking SupervisorJob PurposeResponsible for managing a team size of 15 Personal Bankers managing prime portfoliosManaging team in order to ensure that the portfolio objectives like cross-sell, income, quality parameters and regular service interactions etc. are met and the Prime customers are serviced properly.Operations process adherence should be...


  • Bengaluru, Karnataka, India ADCI HYD 16 SEZ Full time

    Are you passionate about improving the quality of customer experience? Do you thrive in a fast-paced environment in which you have the opportunity to influence change? Would you like to enable change that drives business growth while protecting Amazon's Selling Partner experience?The Selling Partner Support (SP Support) organization in Amazon provides...

  • Portfolio Manager

    1 week ago


    Bengaluru, Karnataka, India Talent Corner Full time

    Roles and Responsibilities CANDIDATES FROM BENGALURU ONLY.Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements.Generating revenues by aligning appropriate financial instruments to meet client's financial goals Desired Candidate Profile Perks and Benefits


  • Bengaluru, Karnataka, India HSBC Full time

    Business: Risk & Compliance Transformation (RCT) Open positions: 1 Role Title: Senior Portfolio Services Manager GSC's Global Career Band: 4 Location : India/Bangalore The Opportunity: Role The Senior Portfolio Services Manager is accountable for managing and leading portfolio management support activity within their allocated...


  • Bengaluru, Karnataka, India Swiss Re Full time

    About the Role : Your will contribute towards; Development of new monitoring and portfolio analysis techniques from both risk and profitability perspective using powerful data platforms . Development of tools and processes used for credit portfolio monitoring and steering . Generation of data insights for senior management decision making. ...


  • Bengaluru, Karnataka, India Swiss Re Full time

    About the Role : Are you looking for a challenge and an opportunity to further advance your skills and career in a great working environment? Do you like to work in a global team and does the world of finance, insurance and trade fascinate you? We are opening this position in Bangalore and this could be your opportunity. If you are an ambitious person who...


  • Bengaluru, Karnataka, India Swiss Re Full time

    About the Role : Are you looking for a challenge and an opportunity to further advance your skills and career in a great working environment? Do you like to work in a global team and does the world of finance, insurance and trade fascinate you? We are opening this position in Bangalore and this could be your opportunity. If you are an ambitious person who...


  • Bengaluru, Karnataka, India Groval Selectia Full time

    Need Sales and business development experts with proven experience in Premium Building Materials. Sales background - Having in-depth experience selling to architects; For a reputed Bangalore-based Modular Kitchen design company. They are looking for Sales Experts with a background in selling to Architects and Builders. The job would involve selling to...


  • Bengaluru, Karnataka, India ASSPL - Karnataka Full time

    Amazon Services offers services to sellers in multiple countries to sell on Amazon websites globally and grow multi-channel commerce. See for details of products and services. We are looking for a Account Manager as part of the Global Selling team within Amazon Services. Amazon Global Selling is an important initiative to grow the Amazon Marketplace Seller...


  • Bengaluru, Karnataka, India airbus Full time

    Job Description: Environmental Portfolio Manager for Future Industrial Systems for Increment 2Description de l'emploi :The team:"In OM we work to protect our people and environment and ensure well-being* while increasing the quality and performance standards of our industrial system."We develop an operator-centric, safe, clean and environmentally-friendly...

  • Portfolio Analysis

    1 week ago


    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Role SummaryThe role demands underlying traits but not limited to,rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction. This analysis is instrumental tohelp external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products...


  • Bengaluru, Karnataka, India Hitachi Careers Full time

    Description About the business: The Hitachi Energy Indian Operations Center (INOPC) is a competence center with around 2300 skilled engineers who focus on tendering, engineering, planning, procurement, project Management, functional system testing, installation supervision, documentation and commissioning. However, over the last decade, it has evolved to...


  • Bengaluru, Karnataka, India Hitachi Careers Full time

    Description About the business: The Hitachi Energy Indian Operations Center (INOPC) is a competence center with around 2300 skilled engineers who focus on tendering, engineering, planning, procurement, project Management, functional system testing, installation supervision, documentation and commissioning. However, over the last decade, it has evolved to...


  • Bengaluru, Karnataka, India HITACHI ENERGY TECHNOLOGY SERVICES PRIVATE LIMITED Full time

    Description : About the business: The Hitachi Energy Indian Operations Center (INOPC) is a competence center with around 2300 skilled engineers who focus on tendering, engineering, planning, procurement, project Management, functional system testing, installation supervision, documentation and commissioning. However, over the last decade, it has...


  • Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Lead complex initiatives including those that are cross functional, with broad impact, for a wholesale banking business and geographic marketReview and research multifaceted, large scale, long term business challengesMake decisions in multifaceted situations requiring understanding of policies, procedures, and compliance...


  • Bengaluru, Karnataka, India Waytogo Consultants Full time

    Acquisition of high value new merchant relationships every monthResponsible for onboarding of merchant base within the regulatory normsResponsible to manage and service the portfolio of Merchant accounts of POSManage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locationsTrack the existing...

  • Sr Manager

    1 week ago


    Bengaluru, Karnataka, India Acme Services Private Limited Full time

    Key Responsibilities: Develop and Implement accounts strategy for DT offerings targeted at clients within identified industry segments and market segments Develop and sell new solutions (managed services, distinct technology solutions etc.) for the DT practice as part of the GTM initiative Enhance internal and external awareness of EY DT services...


  • Bengaluru, Karnataka, India DBS Bank Full time

    Relationship Management Business Banking - CPS-(WD49687) Job Title Relationship Manager Department SME, India Section/ Business Area IBG 4 Job Status Permanent/ Full Time Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets,...