Strategic Portfolio Manager

3 weeks ago


Ludhiana, Punjab, India YES BANK Full time
Job Overview

At YES BANK, we are seeking a highly skilled Strategic Portfolio Manager to join our team. This is an exciting opportunity to drive business growth and expansion through effective portfolio management.

Key Responsibilities:
  • Portfolio Management: Oversee and manage various portfolios handled by section leaders, ensuring that client accounts are competently handled and meet clients' financial needs and requirements.
  • Deal Structuring: Structure and restructure deals to meet clients' financial needs and requirements.
  • Relationship Management: Manage client relationships by handling activities ranging from identifying clients' financial needs, advising, structuring the deal, preparing terms and conditions, and closing deals.
Requirements:
  • A minimum of 10 years of relevant experience with at least 5 years in a similar role.
  • Prior experience in BFSI sector/General industry in a similar role.
Competencies & Key Performance Indicators:
  • Customer Focus: Listen to and demonstrate an understanding of customers' stated and unstated needs.
  • Professional Entrepreneurship: Seek out new challenges, secure resources, and work towards achieving success.
  • Drive for Results: Take effective decisions for the function/team, focusing on short to medium-term objectives.
Salary and Benefits:

The estimated annual salary for this position is ₹30 lakhs. The compensation package includes benefits such as health insurance, retirement plan, and paid time off.

About YES BANK

YES BANK is one of India's premier private sector banks, known for its customer-centric approach and innovative banking solutions.



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