15 Portfolio Hygiene Jobs

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3.0 - 5.0 years

0 Lacs

udaipur, rajasthan, india

On-site

Job Title: Relationship Manager Department: Small Enterprises (SE) Experience: 34 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover upto ?100 Cr . maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover upto ?100 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio Management: Ma...

Posted 1 week ago

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3.0 - 5.0 years

0 Lacs

hyderabad, telangana, india

On-site

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ?100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ?100 Cr. Identify opportunities through market intelligence, references, and industry ...

Posted 3 weeks ago

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3.0 - 5.0 years

0 Lacs

kaithal, haryana, india

On-site

Job Requirements About the Role The Relationship Manager Kisan Credit Card (KCC) is a specialized role within the Rural Banking function, focused on delivering tailored financial solutions to KCC customers. The role involves acquiring new customers, deepening existing relationships, and ensuring exceptional service delivery. The incumbent will work closely with product and operations teams to drive customer acquisition, servicing, and portfolio growth. This role contributes directly to the branch banking channel's objectives by managing New-to-Bank (NTB) clients and enhancing customer profitability. Key Responsibilities Primary Responsibilities Increase liabilities by growing balances in acc...

Posted 3 weeks ago

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10.0 - 14.0 years

0 Lacs

noida, uttar pradesh

On-site

Role Overview: You will be responsible for managing the sales of Bullion, FES, and Trade Products to Banks Gems and Jewellery clients & FES Clients. Your primary focus will be to meet revenue targets, throughputs, and acquisition of new clients, while also addressing client requirements and working on process improvements and new product development ideas. Key Responsibilities: - Generate revenue through Trade Fees, NII, and Trade-led FX Income - Manage Fund Based Book including Export Credit, Factoring, Invoice-based financing, and funding from IBU - Handle FX Flows and provide Capital Account Advisory - Drive Digital Penetration initiatives such as TON, Paperless Import/Export, and Host to...

Posted 1 month ago

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2.0 - 6.0 years

0 Lacs

jalandhar, punjab

On-site

As a Relationship Manager (RM) in the Small Enterprises (SE) team, your role involves sourcing and managing a portfolio of clients with turnover ranging from 0 Cr to 100 Cr. Your responsibilities include maintaining portfolio hygiene and actively engaging in cross-selling financial products. - Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover between 0 Cr to 100 Cr. Identify opportunities through market intelligence, references, and industry networking. - Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention. - Sanction Process & Stak...

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10.0 - 12.0 years

9 - 12 Lacs

surat, gujarat, india

On-site

Job Title: Sr. Relationship Manager Department: Mid Corporates Experience: 10+ Years Role Summary We are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Mid Corporates (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ?500 Cr to ?1500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ?500 Cr to ?1500 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio...

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2.0 - 4.0 years

0 Lacs

salem, tamil nadu, india

On-site

Please find below the JD for the Relationship Manager role: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ?0 Cr to ?100 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the smallenterprise segment with turnover between ?0 Cr to ?100 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio Management: Manage and deepen relationships with t...

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10.0 - 12.0 years

9 - 12 Lacs

mumbai, maharashtra, india

On-site

Job Title: Sr. Relationship Manager Department: Mid Corporates Experience: 10+ Years Role Summary We are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Mid Corporates (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ?500 Cr to ?1500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ?500 Cr to ?1500 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio...

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10.0 - 14.0 years

0 Lacs

maharashtra

On-site

As a Senior Relationship Manager in the Mid Corporates team, your role involves sourcing and managing a portfolio of clients with turnovers ranging from 500 Cr to 1500 Cr. Your responsibilities include: - Client Acquisition (NTB): Source new-to-bank clients in the medium enterprise segment, leveraging market intelligence, references, and industry networking. - Portfolio Management: Manage and strengthen relationships with existing clients, ensuring satisfaction and retention through regular engagement. - Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients, aligning with the bank's credit policies. - Sanction Process & Stakeholder...

Posted 2 months ago

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10.0 - 14.0 years

0 Lacs

raipur

On-site

You will be joining the Mid Corporates team as a Senior Relationship Manager, where you will be responsible for managing a portfolio of clients with turnovers ranging from 500 Cr to 1500 Cr. Your main duties will include client acquisition, portfolio management, credit note preparation, sanction process coordination, portfolio hygiene maintenance, and cross-selling financial products. - **Client Acquisition (NTB):** Source new-to-bank (NTB) clients in the medium enterprise segment with turnovers between 500 Cr to 1500 Cr. Utilize market intelligence, references, and industry networking to identify opportunities. - **Portfolio Management:** Deepen relationships with the existing client portfo...

Posted 3 months ago

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0.0 years

0 Lacs

hyderabad, telangana, india

On-site

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Posted 4 months ago

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0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Posted 4 months ago

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0.0 years

0 Lacs

bhopal, madhya pradesh, india

On-site

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Posted 4 months ago

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0.0 years

0 Lacs

india

On-site

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Posted 4 months ago

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0.0 years

0 Lacs

karnal, haryana, india

On-site

JD Portfolio Relationship Manager Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loanfacilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous m...

Posted 4 months ago

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