
Business Banking Portfolio Manager
1 day ago
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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