Business Banking Portfolio Manager

2 days ago


Allahabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Title: Relationship Manager-Business Banking

Key Responsibilities of the Role
  • Identify and acquire new business banking customers with a thorough understanding of credit assessment.
  • Manage client relationships, liabilities, Forex, trade, and delinquency effectively.
  • Monitor and maintain portfolio health through continuous renewal, enhancement, retention, and minimizing open deferrals and covenants.
  • Cultivate synergies with branch banking teams for cross-leveraging and optimize services within the bank's ecosystem.
  • Evaluate growth strategies based on competitor analysis and customer feedback from diverse channels.
  • Suggest process improvements to enhance service efficiency and quality across the branch network.
  • Develop sales plans and conceptualize promotional initiatives.
  • Analyze financial statements, credit assessments, and title-security documents.
Requirements for Success
  • Bachelor's Degree in Any Discipline
  • Preferred Qualification: Chartered Accountant (CA)
  • Minimum 5-10 years of relevant branch banking experience

To excel in this role, you will need to possess excellent relationship management skills, be able to analyze complex financial data, and demonstrate strong sales and marketing acumen. If you are a motivated and results-driven professional looking to take your career to the next level, this opportunity may be the perfect fit for you.



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