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Financial Portfolio Manager

3 weeks ago

Kolkata, West Bengal, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 1,20,00,000

Job Overview:

We are seeking a highly skilled Manager to oversee a team of Relationship Managers and Senior Relationship Managers across the state, fostering strong relationships with Finance Heads, Accounts Officers, and Key Decision-Makers in various institutions.

  • The successful candidate will be responsible for sourcing business and offering customized financial solutions to meet the needs of clients from Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/Charitable Organizations, Corporate/PSUs, NGOs, and more.
  • This role will involve driving growth of own and regional CASA & TD portfolios through cross-selling products and services like CMS, Trade/FX, Loans, Fees Collection, Digital banking solutions, etc.
  • The Manager will work closely with Regional Liaison branches to source new business and provide tailored product/sales support to branches generating leads.

Key Requirements:

  • Strong communication, presentation, negotiation, and interpersonal skills to interact effectively with diverse stakeholders.
  • Excellent sales and relationship management skills to drive business growth and client satisfaction.
  • In-depth knowledge of deal structuring, cash management, trade/fx, and general banking products, processes, and operations.
  • Ability to analyze complex issues, understand client needs, and present data-driven insights with conviction.
  • Process-oriented approach to manage information systematically and efficiently.