Capital Portfolio Strategist

7 days ago

Rajkot Pune Surat, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000
Key Responsibilities

The Key Account Manager will be responsible for monitoring the achievement of targets on a daily/weekly/monthly basis according to the annual/monthly targets established for branches under their responsibility.

  • Implement, supervise and control the effectiveness of commercial strategies to reach productivity and growth targets established.
Customer Focus

The Key Account Manager will focus on ensuring customers are educated about all products/services offered by the organization. They will also ensure lower customer attrition by providing different products as per customer requirements and focus on lower TAT as per laid down standards.

  • Ensure customers are informed about all products/services offered by the organization.
  • Provide solutions to meet customer needs and reduce customer churn.
Internal Process

The Key Account Manager will monitor the health of the portfolio, ensure the correct implementation of credit procedures including all respective tools and discuss strategies and changes in terms of products, capacity building and procedures etc.

  • Monitor the performance of the portfolio and identify areas for improvement.
  • Supervise the implementation of credit procedures and ensure compliance with organizational policies.
Innovation and Learning

The Key Account Manager will ensure adherence to training man-days/mandatory training programs for self and goal-setting, mid-year review and annual appraisal process within specified timelines for self.

  • Develop skills and knowledge required to perform the role effectively.
  • Set goals and objectives aligned with organizational goals and outcomes.

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