Skip to content
Search jobs inside your AI agent. Claude, ChatGPT, Claude Code, Codex, Gemini, Cursor and Grok
Connect

Skillventory

Portfolio Relationship Manager - SME Business

Posted Updated 9 views
Discussion

Description

- Acquire new clients and manage existing portfolio in SME space by offering transaction banking products such as TRADE, FOREX, CMS, WC, TL

- Build a strong and robust customer base to increase the balances both assets and liabilities and earn revenue by providing them high standards of service on an going basis

- Maintain strong relationship with acquired customers to facilitate day to day transactions and retention

- Penetration of cross sell corporate salary mandates, general insurance, mediclaim, wealth & privy account

- Knows banking and products such as TRADE, FOREX, CMS to seamlessly manage customer service

- Understanding of the credit of the company, present proposals to management for seeking approvals and deal closure with client

- Ensure there are no delinquencies, portfolio hygiene, deferral closure in time, security creation

Apply

See also

Finance jobs by country — openings, pay and top skills →