Business Development Portfolio Specialist

2 days ago


Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 7,02,529 - ₹ 14,16,967
Portfolio Relationship Manager

Key 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 associations for new customer acquisition.
  • Penetrate clients with various products like Current Account, Term Deposits, Transaction Banking, Trade Finance, and for primary Relationship Group companies.

Job Requirements:

  • Excellent written and oral communication skills.
  • Preferably MBA or CA experience.
  • 2-3 years of experience in the local market with some background in Sales and Credit.
  • Ability to influence customers to buy into asset propositions.
  • Strong oral and written Communication and Relationship Management skills.

Key Skills:

  • Knowledge of Sales and Credit.
  • Ability to handle sales for a gamut of products like OD, CC, BG, LC, Imp Exp limits, etc.

Benefits:

  • High caliber client service.
  • Improved efficiency by monitoring and overseeing continuous improvement of processes.
  • Customized and developed solutions by sharing rapport with other operating units.
  • Maintaining high standards of hygiene parameters including managing risk and delinquency.


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