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Portfolio Manager - Emerging Business Clients
Portfolio Manager - Emerging Business ClientsHDFC Bank Limited • Dehra Dūn, Republic Of India, IN
Portfolio Manager - Emerging Business Clients

Portfolio Manager - Emerging Business Clients

HDFC Bank Limited • Dehra Dūn, Republic Of India, IN
3 days ago
Job description

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

  • Scoping the RM / PB customer for lead / joint calls OR make use of available resources in the branch for leads / joint calls
  • To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer
  • Study the financials / bank statements / churn / interest servicing / aberrations from the stated nos as per product requirement
  • Prospect for new sales leads and close sales

Qualifications

  • Any graduate / post-graduate
  • Should have sound knowledge about working capital & other banking products
  • Should possess good communication skills – written and verbal
  • Should be able to utilize market information and should be able to translate it into business opportunities
  • Interested candidates can share their resumes at sonam.s@hdfcbank.in

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    Portfolio Manager • Dehra Dūn, Republic Of India, IN

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