Portfolio Manager
Published date: 2024/01/10
- Location: Madhya Pradesh, Indore, India
Job Description:
Source proposals for the assigned product through Existing customers, Cold Calling,
Client Visits, Seminar/ Trade Fair Visits to achieve budgeted no.s
Perform marketing activities in their respective areas.
Maintain TAT from login to disbursement to ensure smooth service to customer.
Recommend the loan proposal highlighting the strengths of proposal.
Monitor the client relations and payment schedule.
Understand the client need and propose products accordingly
Continuously upgade oneself with market and competitor information.
Maintain and manage cordial relationship with stake holders through client servicing.
Monitor portfolio performance for their regions
Cross – Sell other products
Key Skills :
Sme Loan
Sales
Source proposals for the assigned product through Existing customers, Cold Calling,
Client Visits, Seminar/ Trade Fair Visits to achieve budgeted no.s
Perform marketing activities in their respective areas.
Maintain TAT from login to disbursement to ensure smooth service to customer.
Recommend the loan proposal highlighting the strengths of proposal.
Monitor the client relations and payment schedule.
Understand the client need and propose products accordingly
Continuously upgade oneself with market and competitor information.
Maintain and manage cordial relationship with stake holders through client servicing.
Monitor portfolio performance for their regions
Cross – Sell other products
Key Skills :
Sme Loan
Sales
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