Business Banking Financial Solutions Professional

1 week ago


Pushkar, Rajasthan, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000
Key Financial Solutions Specialist

The role entails providing strategic financial solutions to meet the working requirements of business customers and ensuring exceptional customer experience.

Key Responsibilities:
  • Acquiring new business customers with a detailed understanding of credit assessment and risk management.
  • Managing liability, Forex, trade and client relationships, delinquency management, and relationship management with an analytical mindset.
  • Effective portfolio management through continuous monitoring of accounts and renewals, enhancement, retention and ensuring portfolio hygiene.
  • Developing a superior working relationship with banking teams for cross-leveraging & synergy optimization.
Educational Qualifications:
  • Graduation: Any Discipline
  • Professional Qualification: Preferred Chartered Accountant (CA)

5-10 years of relevant banking experience is required. Key skills include financial planning, analysis, and problem-solving.



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