Portfolio Management To Achieve over all business targets on volumes and profitability for the specific ECG customers.
Monthly review to be done with various product groups and supervisors who support the RM portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
To keep a check on the performance of accounts and overall portfolio.
Portfolio review and remedial management includes managing exits, line reductions, recovery and restructuring of exposures.
Management of stress and critical accounts.
Improvement on yield for the Bank so that the Portfolio has a strong Return on capital RM portfolio level.
Keep a track on Performance, variance with budgets and plans to meet shortfall for his / her own portfolio.
Client Calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks leads to other departments.
Increased Product Penetration Wallet share identification and scoping of all accounts existing and potential NTB customers Scope for possible product penetration and provide strategy on the specific accounts.
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