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Vrinda Global
Area Portfolio Manager-SME
Vrinda Global · posted 3 months ago
Bengalurusales
About the role
| Sr. No | Descriptions | Details | ||
|
1 |
Functional Designation | Portfolio Manager - SME | ||
|
2 |
Business Unit | SME | ||
|
3 |
Sub-business Unit | SME | ||
|
4 |
Department | SME | ||
|
5 |
No. of Vacancies |
1 |
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6 |
Locations | Bangaluru | ||
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7 |
Grade | Assistant Manager/ Deputy Manager/ Manager / Sr. Manager | ||
|
8 |
Reporting to | Head – Portfolio Management | ||
|
9 |
Job Summary | · Maintenance of portfolios of current SME customer base. Deepening the portfolio and managing the client’s business requirement. Cross selling of various bank products. | ||
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10 |
Detailed Responsibilities | · Managing existing relationships profitably | ||
| · Maintaining quality of existing assets | ||||
| · Earning fee based income through cross selling of Trade, Fx & Other products of the bank. | ||||
| · Generating New Clients thru References from existing clients and thus increasing the Portfolio Width | ||||
| · Achieving Trade Finance volume as per predetermined targets. | ||||
| · To maintain & follow up Accounts plan for each of the existing relationship. | ||||
| · To ensure strict call discipline in respect of existing clients. | ||||
| · To ensure quick resolution of customer issues. | ||||
| · Share Early Warning Signals picked up during client visits with the Immediate Supervisor for quick damage control | ||||
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11 |
Qualification | Essential | Desired | |
| · Graduate | · MBA | |||
|
12 |
Experience | Essential | Desired | |
| · Experience in Portfolio Management | Experience in SME portfolio management | |||
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13 |
Desired skills and competencies | · Result Oriented | ||
| · Strong Communication & Interpersonal Skills | ||||
| · Strong Sales orientation along with Client servicing ability | ||||
| · Credit & finance knowledge | ||||
| · language proficiency | ||||
| · knowledge of bank products and market trends | ||||