Posted By
Posted in
Sales & Marketing
Job Code
1617022

The role holder is responsible for effective management of a portfolio of allocated accounts through a team of Assistant Relationship Managers to ensure achievement of the allocated and regional business targets. The role holder is also responsible for maintenance of the quality of portfolio and improving the service quality of the unit
Market Assessment and Business Development
- Conducts market research to identify, initiate, establish and develop long term business relationships with the objective of meeting business and revenue objectives.
- Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients.
Portfolio Management and Deal Structuring
- Works in close coordination with Regional Segment Head / Team Leaders as and when required in structuring and restructuring of deals to ensure they effectively address the clients financial requirement.
- Works in close coordination with Team Leaders in management of various portfolios to ensure proper understanding of customer needs and ensure their financial needs are addressed The role holder is responsible for effective management of a portfolio of allocated accounts through a team of Assistant Relationship Managers to ensure achievement of the allocated and regional business targets. The role holder is also responsible for maintenance of the quality of portfolio and improving the service quality of the unit
Market Assessment and Business Development
- Conducts market research to identify, initiate, establish and develop long term business relationships with the objective of meeting business and revenue objectives.
- Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients.
- Conducts proactive business development activities from new & existing clients, through strategic penetration into identified market/sectors across the entire portfolio spectrum
Relationship Management
- Identifies and acquires new client relationships by understanding the customers financial needs and provides suitable solutions in terms of providing bank products and services.
- Manages the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal.
Portfolio Management and Deal Structuring
- Works in close coordination with Regional Segment Head / Team Leaders as and when required in structuring and restructuring of deals to ensure they effectively address the clients financial requirement.
- Works in close coordination with Team Leaders in management of various portfolios to ensure proper understanding of customer needs and ensure their financial needs are addressed The role holder is responsible for effective management of a portfolio of allocated accounts through a team of Assistant Relationship Managers to ensure achievement of the allocated and regional business targets. The role holder is also responsible for maintenance of the quality of portfolio and improving the service quality of the unit
Market Assessment and Business Development
- Conducts market research to identify, initiate, establish and develop long term business relationships with the objective of meeting business and revenue objectives.
- Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients.
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Posted By
Posted in
Sales & Marketing
Job Code
1617022