Portfolio Relationship Manager
CredAble
- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
Required skills
- communication skills
- compliance
- end-to-end
- portfolio management
About the role
CredAble
Website:
credable.in
Job details:
Your Role at CredAble
- Manage end-to-end borrower relationships and ensure a seamless customer experience throughout the portfolio lifecycle.
- Handle borrower communication, including upcoming EMI reminders, overdue follow-ups, SMA reporting, and other organization-related communications.
- Manage online leads and ensure timely follow-up and closure.
- Resolve customer requests and support tickets within defined service timelines.
- Maintain and update portfolio MIS reports, including Complaint & Request MIS, Renewal MIS, Login-to-Sanction TAT, Sanction-to-Agreement TAT, Throughput Rate, and Hotlist Clearance.
- Support Operational Risk Management (ORM), CIC reporting, and Early Warning Signal (EWS) activities.
- Identify opportunities to automate routine operational processes and improve efficiency.
- Collate and monitor daily funding requirements for borrowers.
- Track overdue cases, initiate timely follow-ups, and notify relevant stakeholders.
- Drive borrower utilization of sanctioned credit facilities.
- Ensure revenue generation through timely collection of processing fees, charges, and other applicable fees.
- Provide timely clarifications and support on borrower credit and financing requirements.
- Ensure timely renewal of borrower facilities to maintain business continuity.
- Conduct borrower site visits whenever required to strengthen relationships and support portfolio management.
- Collaborate with internal teams to ensure smooth portfolio operations and timely issue resolution.
- Ensure compliance with internal policies, operational processes, and service quality standards.
What will you bring to CredAble?
- Strong relationship management and communication skills with a customer-first mindset.
- Ability to analyze portfolio performance, identify risks, and drive proactive solutions.
- Excellent ownership, problem-solving, and stakeholder management abilities in a fast-paced environment.
- Attention to detail with strong organizational skills to manage multiple borrowers, reports, and operational activities effectively.
Click on Apply to know more.
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