Geography Cross-sell and Portfolio Manager
6 days ago
Account planning –
Plot cross sell products missing against each account, set up a plan and ensure delivery. To ensure regular cadence with branch banking team, monitor lead progress, assess quality and quantity of leads. Candidate will co-ordinate with respective RBBHs, Circle heads and ensure desired outcomes on leads.
Ensuring desired growth of liability book across products such as CA CDAB, Term Deposit and Salary Accounts in MEG, by coordinating with RMs, Customers and branch banking teams. Growing CA and CMS fees. Ensuring regular cadence with Burgundy Private, LI, GI and Salary teams to track and ensure onboarding of ETB and NTB customers. Training RMs on liability products and third party products such as LI and GI. Ensuring 100% SP certification for RMs.","Qualifications": "Qualifications
Optimal qualification for success on the job is: MBA, CA, Other Post graduate qualification.
Experience: min 5-8 years handing liability sales, branch banking, third party products etc.
Role Proficiencies: For successful execution of the job, a candidate should possess the following: Candidate should be a go getter. In-depth knowledge of various liability products, CMS, and third party products. Should be able to plan and execute budgets for various products in coordination with GHS, State Heads, RMs, branches and product teams. Good communication and inter-personal skills. Should be able to motivate and train RMs to get desired level of productivity. Should be able to deal with various hierarchies to drive the agenda. Should be able to effectively deal with customers, branch banking, WBO and products teams to ensure maximum PPC penetration and revenue growth. Should be able to independently plan and execute the strategy to achieve the desired growth in liability and treasury business.
Grade – AVP", "Role Description": "About Commercial Banking Coverage Group
The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc
About the Role
Geography Liability Portfolio Manager will be driving liability and third-party products by ensuring regular co-ordination with MEG GHs, State Heads and RMs, ensuring desired productivity and PPC growth.Candidate will be a key resource well-versed in liability products such Current Accounts/ Term Deposits and will be driving the other cross-sell products such as Burgundy Private, SA VCIP, GI and LI for MEG customers. Developing strategies and campaigns within geography to ensure liability and third party budgets are met. This position will be reporting to Geography Head - MEG"}
-
Geography Cross-sell and Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeGeography Cross-sell and Portfolio Manager RoleAxis Bank is seeking a skilled Geography Cross-sell and Portfolio Manager to join our team. The successful candidate will be responsible for driving liability and third-party products, ensuring regular coordination with MEG GHs, State Heads, and RMs, and achieving desired productivity and PPC growth.About the...
-
Mumbai, Maharashtra, India Axis Bank Full timeGeography Cross-sell and Portfolio Development Manager RoleAbout the RoleThe Geography Liability Portfolio Manager will be driving liability and third-party products by ensuring regular coordination with MEG GHs, State Heads, and RMs, ensuring desired productivity and PPC growth. The candidate will be a key resource well-versed in liability products such as...
-
Geography Cross-sell and Portfolio Manager
4 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeGeography Cross-sell and Portfolio Manager RoleThe Commercial Banking Group at Axis Bank is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust...
-
Geography Cross-sell and Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeGeography Cross-sell and Portfolio Manager RoleAbout Axis Bank Commercial Banking GroupThe Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail...
-
Geography Cross-sell and Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeGeography Liability Portfolio Manager RoleAbout Axis Bank Commercial Banking GroupThe Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products...
-
Policy Manager
3 weeks ago
Navi Mumbai, Maharashtra, India HDB Financial Services Ltd. Full timeJob Title: Policy ManagerGreetings from HDB Financial Services Ltd.We are seeking a skilled Policy Manager to join our team at our Mahape Office in Navi-mumbai. As a Policy Manager, you will play a crucial role in designing and implementing cross-selling policies that align with our company's overall business objectives and customer needs.Key...
-
Policy Manager
3 weeks ago
Navi Mumbai, Maharashtra, India HDB Financial Services Ltd. Full timeJob Title: Policy ManagerHDB Financial Services Ltd is seeking a skilled Policy Manager to join our team in Mahape, Navi Mumbai.Key Responsibilities:Design and implement cross-selling policies that align with the company's business objectives and customer needs.Identify suitable products or services to cross-sell to existing customers based on their profiles...
-
Policy Manager
4 weeks ago
Navi Mumbai, Maharashtra, India HDB Financial Services Ltd. Full timeJob Title: Policy ManagerCompany: HDB Financial Services Ltd.Job Summary:We are seeking a skilled Policy Manager to join our team at HDB Financial Services Ltd. The successful candidate will be responsible for designing and implementing cross-selling policies that align with our company's overall business objectives and customer needs.Key...
-
Strategic Portfolio Manager
6 days ago
Mumbai, Maharashtra, India IDFC FIRST Bank Full timeJob Summary:The Portfolio Manager - Credit Cards will be responsible for managing organic portfolio actions for the segment, drives spends and customer lifecycle management along with portfolio, BIU and marketing team.Key Responsibilities:Develop and implement strategies to increase card spends and drive regular customer engagements.Manage customer portfolio...
-
Mumbai, Maharashtra, India Axis Bank Full timePortfolio Activation ManagerAt Axis Bank, we are seeking a skilled Portfolio Activation Manager to join our Affluent Business team. The successful candidate will be responsible for activating high net worth client portfolios, leveraging their skills in analytics and cross-sell to drive business growth.Key Responsibilities:• Activating high net worth client...
-
Credit Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India IDFC FIRST Bank Full timeJob Title: Portfolio Manager – Credit CardsFunction/ Department: Credit CardsJob Purpose:The position will be responsible for driving organic portfolio growth for the segment, managing spends and customer lifecycle management, in collaboration with the portfolio, BIU, and marketing teams.Key Responsibilities:Develop and execute strategies to enhance card...
-
Mumbai, Maharashtra, India Axis Bank Full timeJob Title: Portfolio Activation Manager - Analytics & CrossellAxis Bank is seeking a skilled Portfolio Activation Manager to join our Affluent Business team. The successful candidate will be responsible for activating portfolios and driving business growth through analytics and cross-selling initiatives.Key Responsibilities:Activate portfolios and drive...
-
Head of Liabilities Portfolio
3 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob Title: West HeadDBS Bank is seeking a seasoned professional to lead our Liabilities Portfolio growth in the region. As a key member of our team, you will be responsible for driving business expansion, deepening customer relationships, and enhancing wallet share.Key Responsibilities:Develop and execute strategies to grow the liabilities portfolio through...
-
Credit Card Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India IDFC FIRST Bank Full timeOverview: IDFC FIRST Bank is seeking a skilled Portfolio Manager – Credit Cards to oversee the organic portfolio actions for the Credit Cards segment. This role will manage spends and customer lifecycle management, working closely with the Portfolio, BIU, and Marketing teams. Key Responsibilities: Develop and implement strategies to increase card...
-
Head of NRI Portfolio and Activation
3 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeJob Title: Head of NRI Portfolio and ActivationJob Summary:We are seeking a highly experienced and skilled professional to lead our NRI Portfolio and Activation team. The successful candidate will be responsible for devising cross-sell strategies, managing customer relationships, and driving business growth.Key Responsibilities:Develop and execute cross-sell...
-
Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent Business: Portfolio Activation Manager - Analytics & CrossellJob SummaryWe are seeking a skilled Portfolio Activation Manager to join our team at Axis Bank. The successful candidate will be responsible for updating our portfolio and working with analytics and cross-selling teams to drive business growth.Key ResponsibilitiesUpdate our portfolio...
-
Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeKey ResponsibilitiesClient Management: Foster strong relationships with clients to understand their financial goals and risk tolerance.Investment Strategies: Develop and implement tailored investment plans to achieve clients' objectives.Market Analysis: Stay up-to-date with market trends and provide regular updates to clients on market changes and portfolio...
-
West Head
3 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob SummaryWe are seeking an experienced Institutional Liabilities Portfolio Manager to join our team at DBS Bank. The successful candidate will be responsible for growing the liabilities portfolio through new client acquisition, portfolio deepening, and cross-selling across GTS, FX, and CBG products in the region.Key ResponsibilitiesAchieve defined annual...
-
Renewal Portfolio Manager
6 days ago
Mumbai, Maharashtra, India nCipher International LLC (AP) Full timeSenior Renewals Manager Job DescriptionAt nCipher International LLC (AP), we are seeking a highly skilled Senior Renewals Manager to join our Customer Success organization. As a key member of our team, you will play a critical role in driving our retention strategy and ensuring the successful renewal of our most valuable customer relationships.Key...
-
Digital Solutions Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Avery Dennison Smartrac Full timeAbout the Role:The Market Development Manager-Apparel, Digital Solutions will be responsible for driving top-line growth and achieving sales and business development goals by creating market opportunities for end-to-end solutions for Avery Dennison digital solutions portfolio, including RFID tags, hardware products, software applications, enabling supply...