Portfolio Relationship Manage Kolkata,
Published date: 2024/01/10
- Location: Kolkata, West Bengal, India
Portfolio Relationship Manager-(WD47839)
Position Title : Portfolio Manager IBG 4
Department : SME- IBG 4, India
Reports To : Regional Segment Head
Job Purpose
To deepen wallet share of existing customers to scale our liabilities portfolio and increase cross sell.
Key Accountabilities
• Maintain customer profile including risk profile, demographics of their base
• To handle existing book of customer and Drive Liabilities Sales through existing client base for operating account , term deposits and other transaction banking products in line with the targets set out.
deepening the existing customers and increasing wallet share, cross sell banks products.
Move customers to digital channels, deepening the existing customers and increasing wallet share
record and track all engagement activities through the CRM system
Comply with KYC, other regulators governing the bank. Highlight any adverse remarks from your customer base immediately
Experience
Good understanding of the sales process through preferably prior sales experience of 5-6 years
Prior Liabilities, Cash, Trade and Foreign Exchange banking selling experience is desirable
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.
Education / Preferred Qualifications
A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking / NBFC financial products.
Core Competencies
Customer-centric, not product-centric
Good technical knowledge of cash management / transaction banking business
Good team worker
Good customer and relationship management skills.
Good interpersonal and communications skills.
Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods
Well versed in AML risk
Technical Competencies
Basic understanding of liability banking products and associated technology platforms and operational procedures
Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
Understanding of KYC requirements are critical.
Knowledge of financial markets and products to assist in meaningful dialogue with clients
Work Relationship
• Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations, Finance, Legal etc, so as to ensure seamless delivery of products to clients
• Establish rapport with our clients so as to win their business, confidence and trust
Position Title : Portfolio Manager IBG 4
Department : SME- IBG 4, India
Reports To : Regional Segment Head
Job Purpose
To deepen wallet share of existing customers to scale our liabilities portfolio and increase cross sell.
Key Accountabilities
• Maintain customer profile including risk profile, demographics of their base
• To handle existing book of customer and Drive Liabilities Sales through existing client base for operating account , term deposits and other transaction banking products in line with the targets set out.
deepening the existing customers and increasing wallet share, cross sell banks products.
Move customers to digital channels, deepening the existing customers and increasing wallet share
record and track all engagement activities through the CRM system
Comply with KYC, other regulators governing the bank. Highlight any adverse remarks from your customer base immediately
Experience
Good understanding of the sales process through preferably prior sales experience of 5-6 years
Prior Liabilities, Cash, Trade and Foreign Exchange banking selling experience is desirable
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.
Education / Preferred Qualifications
A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking / NBFC financial products.
Core Competencies
Customer-centric, not product-centric
Good technical knowledge of cash management / transaction banking business
Good team worker
Good customer and relationship management skills.
Good interpersonal and communications skills.
Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods
Well versed in AML risk
Technical Competencies
Basic understanding of liability banking products and associated technology platforms and operational procedures
Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
Understanding of KYC requirements are critical.
Knowledge of financial markets and products to assist in meaningful dialogue with clients
Work Relationship
• Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations, Finance, Legal etc, so as to ensure seamless delivery of products to clients
• Establish rapport with our clients so as to win their business, confidence and trust
0 page views
Related listings
-
TellerBankThe Teller is an entry-level position responsible for assisting with the execution of branch activities, including the day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The ...2026/11/10
-
Back Office Executive IN BANDHAN BANK 7980343881BankRecruitment going on for fresher candidates in Bandhan Bank dsa. Male and Female both can apply. Interested person may call or send us your CV +91-7980343881 Profile : Customer Service Officer. Office Executive. Loan Department CASA Officer KYC Depar...2026/11/10
-
Collection Manager/ KYC Officer / Back Office Job in W BBankJob Role :- Data Entry Operator C.S.O (Customer Service Officer),Collection Manager/ KYC Verification Officer / Back Office Skills :- Good Communication & Basic Computer Knowledge Full Time & Permanent Job Salary :- 17k to 67k (Per Month) Ben...2026/11/10