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Portfolio Manager - Working Capital Finance

Coimbatore, Tamil Nadu

Mount Talent Consulting

Job Description

A.Position Purpose
-The role is responsible to acquire New clients (fund & non Fund), through independent sourcing and branch leads.
-Maximising client profitability by creating Multiple Revenue streams (like TFx) & cross sell other bank products
-Conducting Marketing / Sales activities in the branches and in the Open Market to generate Leads.
-Renewal/ Enhancement of limit on time.
-Execution of Renewal/ Enhancement documentation on time

Position Responsibilities
Sr. Key Responsibilities
1 -Achieve disbursement targets through acquiring existing & NTB clients for WCF products - CC limits, Term Loans,LAP, Export limits (pre/post shipment), Non Fund limits (BG, LC), simple forwards etc.
2 -Achieve Revenue targets - Interest margins, Processing Fee, Trade & Foreign Exchange.
3 -Manage mapped Branches and activate them for WCF products
4 -Manage acquired portfolio clients, fulfill their service requirements, regular monitoring activities like renewals, stock and book debt statement, insurance, regular bank credits etc.
5 -Identify segments for cross sell opportunities, TFx products, Insurance, etc.
6 -Timely follow up for regularization of overdue / DPD accounts and other exceptions

Qualifications and Experience Requirement
Qualifications
Essential -MBA, Post Graduate, CA
-
Experience
Essential -Minimum experience of 2 years in working capital / Term Loan Sales.
-Exposure to Trade & Foreign Exchange is required.

Skills
Skill Attribute
-Technical -Able to understand balance sheets, P&L accounts with notes
-Should be able to write credit proposals and do financial spreads in excel
-Ability to understand documents relating to client property chain
-Knowledge of Local industries
-Behavioral -Ability to source new to bank Clients independently
-Excellent Client management skills
-Strong negotiator
-Good communications and Presentation skills
-Should have an eye for detail and understand fine print

Company Description

MTC is one of India's leading global HR Consulting firm specializing into multiple facets... of HR, Knowledge Services-Trainings & Assessments & Consulting. MTC started operations in 2007 with a vision to set new benchmarks while delivering on niche turnkey assignments in the industry. With time we have evolved to cater to a diverse set of clients spread across different geographies. We constantly strive to maximize our client's ROI (Return on Investment) and work on increasing the top line (Revenue) of the client's business by delivering the best. MTC has reached out to an array of clients with functions such as Recruitments, Consulting & Knowledge Services through its team of young & dynamic professionals.

Our specialty includes turnkey assignments and setting up teams from the scratch. With a wide spectrum of services we are catering to different geographies including:

* Pan India
* APAC Region: Asia Pacific- Japan, Singapore, Philippines, Australia, Malaysia, Hongkong, Middle East, Dubai, China etc.
* EMEA Region: Europe, Middle East & Africa : Permanent & project based hiring across industry verticals.
* US & Canada: Staff Augmentation, Permanent and sponsored candidates through our International Arm: Mount Technology Consulting Inc. across all Industry verticals.

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Additional Information

Last updated:
12/04/2019
Job type:
Full time
Position type:
Permanent
Vacancies:
1
Minimum experience:
Between three and five years
Education:
Compulsory Education
Salary range:
₹ 6,00,000 - ₹ 13,00,000 / Yearly (Gross Pay)
Category:
Jobs in Sales / Business Development
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