Business Banking Portfolio Manager

1 day ago


Gandhinagar, Gujarat, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

Job Opportunity: As a Business Banking Relationship Manager, you will provide financial solutions to meet the working requirements of business banking customers and ensure best-in-class relationship management and customer experience.

About the Role: The role entails providing asset NTB client acquisition along with liabilities and FX deepening. You will collaborate with product and operations teams to drive effective customer acquisition, servicing, and deepening strategies.

Key Responsibilities:

  • Acquire new customers for business banking with a detailed understanding of credit assessment and portfolio monitoring.
  • Develop and manage the portfolio effectively through continuous renewal, enhancement, retention, and ensuring portfolio hygiene.
  • Build strong relationships with branch banking teams for cross-leveraging & synergy optimization.
  • Evaluate growth strategies based on competitor analysis and feedback from different channels and customers.
  • Recommend process changes to improve service efficiency and quality across the branch network.
  • Demonstrate sales planning and conceptualizing promotional initiatives.
  • Understand financial statements, credit Assessment, and title-security documents.

Requirements: 5-10 years of relevant branch banking experience. A degree in any discipline is required, while a Chartered Accountant (CA) qualification is preferred.



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