Portfolio Manager

5 days ago

Mumbai, India Workassist Full time

Position: Portfolio Manager | Retail Liabilities

Work Level: Senior Leadership

Industry Type: Banking

Function: Relationship Manager

Job Summary

We are seeking an experienced Portfolio Manager at the Senior Leadership level to drive the growth and profitability of our Retail Liabilities portfolio. This pivotal role involves Dealing with HNI and Ultra HNI Clients and requires exceptional Communication Skills and expertise in advanced relationship management. The manager will focus on aggressively growing deposit balances, enhancing client profitability, and maximizing the share of wallet through strategic cross-selling and the delivery of premium, value-added financial solutions.

Key Growth and Profitability:

- Focus intensely on growing the balance sizes of existing customer accounts within the HNI and Ultra HNI segments.

- Drive portfolio profitability by strategically capturing a larger share of wallet from mapped clients.

- Successfully manage the Portfolio Handling process, specifically focusing on expanding Retail Liabilities through CASA Sales and deepening existing relationships.

Relationship Deepening and Cross-Selling:

- Deepen relationships by effectively cross-selling the bank's proprietary products and a wide range of third-party investment solutions.

- Act as a Wealth Manager by providing tailored financial solutions to customers, ensuring the consistent delivery of value-added services.

- Boost customer engagement through the cross-selling of non-investment products such as Forex, Remittances, and Loans for both new and existing clients.

Client Advisory and Leadership:

- Ensure customers are consistently well-informed about the best financial solutions available to them, acting as a trusted advisor.

- Utilize strong Communication Skills and effective Public Relations techniques to maintain the bank's image and trust among affluent clientele.

- Demonstrate the ability to work independently, taking ownership of the portfolio, while also collaborating effectively as part of a larger Relevant experience in relationship management or financial services, with a proven track record of managing high-value client Segment: Mandatory experience in Dealing with HNI and Ultra HNI Expertise: Strong proficiency in Portfolio Handling, Retail Liabilities, CASA Sales, and Wealth Strong communication and interpersonal skills, a results-oriented approach, and the ability to operate at a senior advisory level.


Preferred Skills:


- Certification in Financial Planning or Wealth Management (e.g., CFP, CISI).

- Proven success in achieving targets for both liability book growth and cross-sell revenue.

- Deep knowledge of investment products, foreign exchange, and lending regulations


(ref:iimjobs.com)

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