Portfolio Relationship Manager-Working Capital-Sales
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, common sales RM title, metro location, and mid-level experience drive high competition.
Working-capital credit relationship skills are industry-specific, limiting cross-industry transferability.
Explicit 2–3 years requirement plus mandatory credit and WC product expertise increases filter strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Manage and service existing working capital client portfolio, including limit renewals and enhancements.
Ensure portfolio growth by achieving minimum business targets, timely closures, and optimum utilization tracking.
Act as primary client liaison for working capital solutions, coordinate with internal departments, and drive cross-sell and float income generation.
Minimum Requirements
Preferred MBA or CA qualification.
2-3 years local market experience with background in Credit & Sales.
Knowledge of working capital products: OD, CC, BG, LC, Export/Import limits.
Strong oral and written communication skills.
Ideal Candidate Profile
Experienced in both sales and credit functions within working capital products.
Proficient in relationship management and influencing client decisions on loan propositions.
Capable of operating in a client-facing role with effective coordination across internal teams to meet portfolio goals.