Relationship Portfolio Manager

4 days ago

Lahore, Punjab, Pakistan beBee Careers Full time

The Role of a Relationship Manager is crucial in establishing and maintaining strong relationships with clients, managing the SME lending portfolio, and identifying opportunities in the market to generate new business.

This involves assisting in building a profitable SME asset portfolio, ensuring timely loan processing, and providing high-quality customer service to enhance client satisfaction and retention.

Key Responsibilities
  • Identify and attract new clients who require financial solutions, including individuals and businesses.
  • Conduct needs assessments of clients and develop credit proposals based on their repayment potential.
  • Assist in the credit proposal approval process, working with the risk and credit administration teams to ensure compliance with policies.
  • Maintain strong relationships with clients by providing excellent customer service and responding to inquiries promptly.
  • Support senior management in presenting credit proposals at management and board levels.
  • Collaborate with internal teams such as Risk, CAD, and Product Development to ensure smooth loan processing and service delivery.
  • Ensure accurate and timely completion of all client documentation, including mortgage and legal formalities.
  • Monitor the performance of the assigned portfolio, identifying any potential risks or problematic accounts early and providing solutions.
  • Assist in expanding the business in the assigned territory by acquiring new clients and ensuring existing clients stay engaged.
Functional Skills / Knowledge Areas
  • Strong business development and client management skills are essential.
  • A good understanding of SME and microfinance sector trends and requirements is necessary.
  • Ability to analyze financial statements and assess cash-flow-based repayment capacity is required.
  • Excellent interpersonal, written, and oral communication skills are necessary for success.
  • Proficiency in MS Office and management information systems (MIS) is required.
  • Strong analytical and problem-solving abilities are essential.
Eligibility Criteria

An individual with a Bachelor's Degree in Business, Finance, Economics, or any related discipline from a reputable institution is preferred.

  • Up to 3 years of experience in the commercial/SME banking industry is ideal.

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