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Portfolio Manager

4.00 to 6.00 Years   Bangalore   22 Jul, 2019
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

1. Custodian of delivery of superior service experience to all key profitable relationships of SME2. Responsible for managing face to face interactions with walk-in customers at the counter and initiate telephonic interactions with other key influencers and stake holders towards superior service delivery.3. Coordinate with Operations / other stakeholders for all queries relating to L/C s, Guarantees, Buyers Credit etc. and so also on other Cash Backed Products. Monitor day to day processing / delivery of all Cash/Trade Products with primary purpose of meeting best service standards.4. Ensure the customer transactions as processed by operations as per laid down operating procedures and with strict adherence to the laid down TAT s, highlight any lapses identified if any.5. Maximise customer satisfaction, retention and cross sell opportunities by maintaining Top Of the Class service standards in all client interactions (both internal clients and external clients).6. Maintain high level of knowledge across Cash Management Products, Trade Products, Treasury products, IDEAL(internet banking), Doorstep Delivery etc, and keep it updated at regular intervals.7. Is expected to possess a good understanding of banking operating modules and should also be well versed with FEMA guidelines.8. As a Team Player, work closely with Relationship Managers, regional Managers, Large Business Relationship Managers.9. Be a permanent support for all customer engagement activities from time to time.10. Optimise cost for the bank. Critically examine key relationships to analyse the Cost-Benefit analysis and client profitability thereupon.11. Ensure customer concerns and complaints are satisfactorily resolved within the committed timelines.12. Comply with all internal process and compliance guidelines.13. Report all Suspicious Transactions to the CE Head/City Head / Business Unit Head.Ensure that the training needs are identified for self, communicate to the central team for getting the relevant training program done.Core Competencies :1) Be a self starter and a Go getter.2) Good understanding of the transactional processes, sound technical knowledge of Banking Operations.3) Good customer and relationship management skills.4) Good interpersonal and communications skills.5) Good problem solving, planning & organising skills.6) High Emotional Intelligence required to connect with and help customers. Ability to think aloud and empathise with customers.,

Keyskills :
marketingresearchsalesccountrelationshipmanagementcashmanagementservicescustomerrelationscostbenefitanalysis

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