Business Banking Portfolio Manager

1 day ago


Kollam, Kerala, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title:

A Relationship Manager for Business Banking is required to provide financial solutions that cater to the needs of business banking customers.

Key Responsibilities:
  • Identify and acquire new customers for business banking with a thorough understanding of credit assessment and risk management.
  • Develop and maintain strong relationships with clients, including liability, Forex, trade, and client relationship management.
  • Effectively manage portfolios through continuous monitoring of accounts and renewals, enhancement, retention, and ensuring portfolio hygiene.
  • Cross-leverage and optimize synergy with branch banking teams and work within the overall bank ecosystem with other stakeholders.
  • Evaluate growth strategies based on competitor analysis and customer feedback.
  • Recommend process changes to improve service efficiency and quality across the branch network.
  • Conceptualize promotions and marketing initiatives to drive sales.

The ideal candidate will have 5-10 years of relevant branch banking experience and a preferred Chartered Accountant (CA) qualification. A strong analytical mindset, knowledge of financial statements, credit assessment, and title-security documents are essential for this role.



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