Business Development & Portfolio Management Role - Bank

Opening in a Leading Private Bank

Business development & Portfolio Management- in clients with revenues of Rs.50 Cr. - Rs.2000 Cr.

- Deepen client engagement

- Cross sell - Ensure delivery of banking solutions in collaboration with other parts of the bank

- Provide guidance to ARMs

- Constant client engagement to be fully aware of goings on in the company to anticipate business opportunities/ potential credit issues, if any

- Asset, liability, and fee based.

Position Responsibilities :

Sr. Key Responsibilities :

1. Business Development and acquisition :

- Acquire new corporate clients within the segment using either asset, liability or fee opportunities

2. Relationship Management & Need Analysis :

- Ensuring increase in wallet share from existing customer portfolio in Commercial Banking for increasing assets / liabilities / fees & income for the Bank.

- Structuring of Fund / Non Fund / Trade / Fx based financial products for working capital & capex requirements to suit customer's need

3. Documentation & Process :

- Performing financial analysis, Business analysis and liaise with Credit teams for getting sanctions/ renewals and ongoing monitoring.

- Liaise with various divisions like Compliance / CAD / Legal / WCS / Product Teams like Transaction Banking / BAAS / Fx teams for on boarding / deepening client and then servicing them

4. Maintenance of Portfolio Quality and performance :

- Maintaining portfolio quality by monitoring the performance of the account / pending compliances and identifying stress and delinquency situations

- Providing cross referrals to other business groups and ensure relationship deepening through other products