Regional Portfolio Manager

Regional Portfolio Manager-Business Banking-BRANCH BANKING-Portfolio Management

Job Role:

 

• Key Objective is to drive bank’s strategy to grow over all CA book, enhance X sell and improve product and service holding ratio

 

• CA NTB, CA OTB Nos. and Value Achievement

 

• No. of branches being OTB positive by the end of financial year

 

• Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.

 

• Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services

 

• Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness.

 

• Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank’s strategy for business banking and ensuring desirable productivity from BB resources

 

 

 

Job Requirements

 

• Good understanding of business banking segment and products

 

• Prior work experience as a Team leader role in product/sales management of business banking products

 

• Good in communication, presentation and people management

 

• Understanding of regulatory guidelines, banking processes, tech/digital enablers

 

• Ability to read and understand data and derive insights

 

• Understanding of business banking customer life cycle

 

• Innovative and problem solving approach

 

• Ability to read consumer behavior and trends

Experience Level

Mid Level