Portfolio Manager - Sme

☞ CSB Bank

View: 102

Update day: 28-05-2024

Location: Chennai Tamil Nadu

Category: Insurance Sales

Industry: Financial Services

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Job content

Portfolio Manager - SmeMFT5245

    Sme & Nri BusinessSme Vertical Office - Chennai
  • Required Experience
    2 - 10 Years
  • Posted On
    30 Jan 2022

Basic Section
No. Of Openings
1
Grade
NA1
Designation
Others
Closing Date
13 Feb 2023
Organisational
Organisation
CSB Bank
Organization Unit
Retail & SME (Business And Risk), Operations & IT
Sub Org Unit 1
SME & NRI Business
Sub Org Unit 2
SME Cluster - Chennai
Sub Org Unit 3
Others
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Country
India
Geographic Zone
South
State
Tamilnadu
City
Chennai
Worksite
SME Vertical Office - Chennai
Worksite Code
921

Skills

Skill

SME

Minimum Qualification

GRADUATE

CERTIFICATION

No data available

Working Language

ENGLISH

Job Description


Need to ensure all mapped clients are controlled for attrition and existing portfolio grows basis to service and relationship management and thus also yielding good cross-sell like Trade/FX and insurance

Managing relationship of mapped clients and ensuring attrition of clients are controlled along with the focus on limit enhancement, Utilisation and reference from existing clients for new asset relationship. Responsible for overall asset book and revenue growth basis assigned targets. To ensure all regulatory guidelines are maintained by the clients and every compliance norms are followed by the clients as per the credit guidelines. Need to keep the portfolio hygiene in control along with ensuring the relationship results in wallet share increase by means of cross-selling in Insurance, Self-funding and FX/Trade. Basic renewal proposal CAM need to be put in by the concerned.


Balance sheet reading,Assesment of credit and risk ratio s, Interpersonal skills and relationship skills

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Deadline: 12-07-2024

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