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Portfolio Manager SME

1 week ago

Penang, Malaysia CIMB Full time
Role Description

We are seeking an experienced Professional to join our team as a Client Relationship Specialist, focusing on managing a portfolio of existing SME business customers. Your primary goal will be to enhance customer relationships while identifying opportunities for growth and mitigating potential risks.

Main Duties
  • Customer Profiling and Needs Assessment: Conduct detailed profiling of existing SME customers to understand their unique needs and preferences.
  • Relationship Building: Develop and maintain strong relationships with key decision-makers at client organizations, leveraging your expertise to provide tailored solutions.
  • New Business Identification: Identify and pursue new business opportunities within the SME sector, staying informed about market trends and customer needs.
  • Financial and Risk Analysis: Conduct thorough financial and risk analyses, making informed decisions based on established guidelines and regulatory requirements.
  • Communication and Collaboration: Ensure seamless communication with internal teams and external stakeholders, capitalizing on cross-selling opportunities and delivering exceptional customer service.
  • Risk Management: Proactively identify and address potential risks associated with customer portfolios, implementing measures to mitigate these issues.
  • Record-Keeping and Documentation: Maintain accurate and up-to-date records of customer interactions, credit applications, and other relevant information.