Portfolio Manager 23/03/2025
6 days ago
Main Responsibilities:
- Source new clients in the large corporate segment and analyze their financial data to develop proposals for the sanctioning authority.
- Add high-quality customers to grow the company's portfolio.
- Sourcing deals for debt financing of startups and corporates.
- Meet business targets by volume, revenue, and customer number.
- Handle end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance, and ensure seamless drawdown.
- Owning the end-to-end customer relationship from sourcing to renewal, maintaining a portfolio of over 30 crores at any point of time.
- Maintain relationships with existing and newly acquired customers to ensure painless transaction processing.
- Coordinate between departments to provide the best services to customers.
- Negotiate the best deal for the company while considering the customer's interest.
- Handle a portfolio of corporates with flagship company turnover up to 100 crores.
Key Responsibilities Include:
- Building existing relationships/acquiring new businesses through effective client engagement & selling of financial products like term loans, working capital loans etc.
- Involved in relationship development, preparing credit approval memorandums, documentation, post-disbursal monitoring, and coordinating with multiple internal teams (product, mid-office, back-office/branch personnel) to ensure high service levels within timelines to corporate customers.
- Build and maintain strong relationships with corporate clients and Channel Partners.
- Understand clients' financial goals, challenges, and opportunities.
Requirements:
- Minimum experience of 2 years.
- Experience in Banking/NBFC's/Fintech is a must.
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