Executive Portfolio Manager

6 days ago

Azamgarh Ballia, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000
Job Title:
Business Banking Relationship Manager

The primary responsibility of the Business Banking Relationship Manager is to build and maintain strong relationships with existing clients while also identifying and acquiring new business opportunities.

Key Responsibilities:
1. Achieve overall business targets on volumes and profitability for BBG customers.
2. Regularly interact with branches for lead generation for BBG, updates on leads in CRM, ensuring conversions and following complete lead conversion process.
3. Market scoping and identifying potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
4. RMs have to follow laid down sales process which involves updation of regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
5. These calls should be updated in CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
6. Monthly review to be done with various product groups and supervisors who support RMs portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
7. Improvement on yield for the Bank so that Portfolio has a strong Return on capital at RM portfolio level.

Customer Relationship Management:
1. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
2. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities.
3. CAM preparation & query resolution.
4. Customer negotiation on rates and other issues relating to charges.
5. Daily servicing of customer w.r.t. Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition withdrawal issues, solvency certificates, trade & Fx transaction, etc.
6. To make sure high level of client satisfaction.

Coordinating with Internal and External Stakeholders:
1. Co-ordination with credit for CAM approval, deferral waiver extension & other customer requirements like Buyers credit, TODs.
2. Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.

Ensuring Compliance and Healthcheck of Portfolio:
1. Coordinating with trade desk and customer for smooth LC/BG issuance, and for import export payment, BG invocation, LC payment.
2. E-Net, CMS and cross sell of other such products.
3. Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures. Management of stress and critical accounts.
4. Also ensuring completion of Housekeeping pendencies including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc.
5. Follow-up and regularization of TODs.
6. High value transaction reporting and tracking.

Key Skills and Qualifications:
Post Graduate in Finance or Chartered Accountant Strong understanding of Financials and Balance sheets Strong Relationship Management skills Sales and Influencing Skills Strong Analytical ability Good Interpersonal and Negotiation skills Understanding of the Banking Industry Understanding of the SME sector

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