Senior Associate/Assistant Vice President, Portfolio Manager Specialist

6 hours ago

Mumbai, Maharashtra, India beBeePortfolioManager Full time ₹ 5,00,000 - ₹ 8,00,000
Job Title

Senior Associate/Assistant Vice President, Portfolio Manager Specialist

Key Responsibilities:
  • Support Relationship Management teams in credit proposal preparation and submission to CCG.
  • Assist RMs in completing client onboarding/KYC reviews, legal & valuation reports, and follow up for regularization of overdues.
  • Client servicing in coordination with internal units and highlighting early warning signs of the portfolio.
  • Manage existing portfolios of all clients for designated relationship teams and explore opportunities for cross-sell of other banking products.
Core Competencies:
  • Good written and verbal communication skills.
  • Strong analytical skills and ability to handle pressure.
  • Self-driven and highly ambitious with a results-oriented approach.
  • Relationship building and management skills.
Technical Competencies:
  • Sound understanding of asset products and associated technology platforms and operational procedures.
  • Knowledge of financial markets, products, and competitor offerings to assist in meaningful dialogue with clients.

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