Portfolio Growth Specialist

13 hours ago


Thāne, Maharashtra, India beBeeGrowth Full time ₹ 15,00,000 - ₹ 25,00,000

Job Opportunity: Portfolio Growth Specialist

Key Responsibilities
  • Acquire new business banking customers by understanding credit assessment and leveraging this knowledge to drive portfolio growth.
  • Develop in-depth knowledge of liability, Forex, trade, and client relationships to enhance the customer base.
  • Effectively manage the portfolio through continuous monitoring, account renewals, enhancements, retention, and maintaining portfolio hygiene.
  • Establish strong working relationships with branch banking teams for cross-leveraging and synergy optimization.
  • Evaluate growth strategies based on competitor analysis and customer feedback from various channels.
  • Recommend process improvements to enhance service efficiency and quality across the branch network.
  • Demonstrate sales planning and conceptualize promotions and marketing initiatives.

Requirements

  • Bachelor's degree in any field.
  • Preferred Chartered Accountant (CA) qualification.
  • 5-10 years of relevant experience in branch banking.


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