Portfolio Relationship Specialist

Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working...

Job Category KMBLDegree Level Bachelor s Degree Portfolio Relationship ManagerDepartment WCG - Portfolio Location Delhi Reporting Relationship Will report to TBM ABM RBM Position Grade M2 M3 M4Job Role To understand clients business provide appropriate working capital solutions across Fund non-Fund based products like Cash Credit Demand Loan Buyers...

Join a dynamic team and take on the exciting role of Loan Portfolio Specialist.Job DescriptionAs a Loan Portfolio Specialist, you will play a key role in ensuring the smooth operation of our loan portfolio. This involves assessing loan proposals to ensure they align with our credit policy and managing the quality and delivery turnaround of loan proposals.Key...

Wholesale Banking – SME –Portfolio Relationship ManagerGrade – Manager/Senior Manager/Chief ManagerAbout the BusinessSME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needsSpecificationWhat are the areas (in quantitative terms) the job...

Job DescriptionThis position involves managing a portfolio of customers, enhancing their relationships by cross-selling products and services.The ideal candidate will be responsible for acquiring new customers, deepening existing relationships, and ensuring customer satisfaction.Key ResponsibilitiesManage Classic portfolio by acquiring new customers and...

Portfolio Relationship ManagerKey Responsibilities:Understand clients' business and provide appropriate working capital solutions across Fund and non-Fund based products.Manage the mapped portfolio through regular meetings with clients to serve them and enhance wallet share.Build a sustainable direct sourcing channel by working closely with DSAs, CAs, and...

Job Title: Area Business ManagerWe are seeking a seasoned professional to manage and grow existing customer portfolios in the agri space.Manage a team of Portfolio Managers to grow existing customer portfolios in Agri SME space.Acceptable knowledge of respective geography and ability to quickly recruit quality team members.Key Responsibilities:Build a strong...

Financial Portfolio StrategistWe are seeking a skilled Financial Portfolio Strategist to drive business growth and client satisfaction through expert financial planning and portfolio management.Key Responsibilities:To build long-term relationships with high net worth clients by providing personalized investment advice and managing their financial...

Portfolio Investment SpecialistKey Responsibilities:Update and manage portfolio details of various private equity funds by analyzing cash flows, quarterly financial reports, and fund performance.Prepare and update investor-specific quarterly reporting templates to ensure timely information dissemination.Analyze PE fund performance by reviewing key metrics...

Role & responsibilitiesClient Acquisition: • Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. Client Relationship Management: • Build and maintain strong relationships with...