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1.0 - 6.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Role & responsibilities Client Acquisition & Portfolio Management Acquire new mid-market and large corporate clients across sectors. Manage existing client relationships to ensure continued engagement and growth. Regular client visits for relationship building and opportunity identification. Credit & Financial Solutions Structure, analyze, and prepare credit proposals for working capital, term loans, trade finance, etc. Coordinate with internal credit and risk teams for timely approvals and limit set-ups. Monitor the health of the portfolio and proactively mitigate credit risks. Revenue Generation & Cross-Selling Achieve assigned revenue targets from fund-based and non-fund-based products. Cross-sell treasury, cash management, forex, insurance, and investment products. Maximize wallet share from existing clients. Internal Coordination Liaise with operations, legal, compliance, and other departments for smooth execution of transactions. Ensure timely documentation and process adherence. Compliance & Reporting Adhere to KYC, AML, and other regulatory norms. Maintain MIS on client visits, pipeline, and portfolio performance.
Posted 2 days ago
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