Portfolio Manager

5 days ago

Hyderabad Bengaluru, India Indusind Bank Full time

Job Description APortfolio Manager - Business Banking job involvesmanaging a portfolio of small to medium-sized business clients, ensuring its financial health by monitoring performance, managing risk, and deepening relationships. Key responsibilities include assessing client needs, offering financial solutions, cross-selling products, driving account activation, and ensuring compliance with bank policies and regulations. This role requires strong analytical, risk management, and client relationship skills, along with a deep understanding of business banking products and market trends. Key responsibilities - Portfolio management and performance: - Monitor and maintain portfolio health, focusing on key metrics like interest servicing, delinquency levels, and early warning signals. - Ensure optimal utilization of approved credit limits by clients. - Drive renewal of credit limits and identify opportunities for enhancements. - Business and revenue growth: - Deepen existing customer relationships and expand the client base. - Drive cross-selling and up-selling of products like POS, CMS, and TFX to both new and existing clients. - Achieve targets related to new customer acquisition and account activation. - Risk and compliance: - Monitor portfolio risk and highlight potential stress to internal stakeholders. - Ensure adherence to credit policies, internal guidelines, and regulatory requirements. - Take necessary action based on early warning signals and complete required tasks by due dates. - Client engagement and strategy: - Conduct client visits for credit monitoring and relationship management. - Promote the use of digital channels like internet banking and mobile apps. - Suggest policy and process changes to improve customer experience. Required skills and qualifications - Skills:Analytical, sales and customer management, risk management, and interpersonal skills. - Knowledge:Strong knowledge of business banking products, market trends, and financial industry. - Experience:Proven experience in portfolio management, ideally in the financial services sector. - Education:A bachelor's degree in finance, economics, or a related field is typically required. - Additional:Strong communication and presentation skills, planning and organizing abilities, and the ability to collaborate with cross-functional teams

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