
Institutional Business Client Portfolio Manager
5 days ago
We are seeking a highly skilled and experienced professional to manage a portfolio of institutional business clients virtually. As a key member of our team, you will be responsible for driving engagement, cross-selling banking products, and generating leads for on-ground sales teams.
Key Responsibilities:- Manage assigned institutional portfolio through regular telephonic interactions ensuring minimum one touchpoint every quarter for each client.
- Build strong relationships with key stakeholders in client organizations.
- Understand the financial and transactional needs of clients and cross-sell/up-sell appropriate banking solutions including CASA (Current Accounts), POS Machines, Payment Gateway, E-NET, ECMS, Secured & Unsecured Loans, Business Credit/Debit Cards.
- Generate high-quality leads for on-ground sales teams to close.
- Meet agreed-upon sales budgets and KPIs for products, income, and activation.
- Track and report portfolio activity and conversions accurately.
- Educate clients about the entire suite of financial products available for their institutional needs.
- Keep clients informed about new offerings, process changes, and digital channels.
- Strong verbal communication and relationship-building skills.
- Prior experience in client servicing, tele-sales, or virtual relationship management preferred.
- Basic understanding of banking products and institutional finance.
- Self-motivated, target-driven, and efficient at managing large client portfolios.
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Senior Portfolio Executive
5 days ago
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Institutional Sales
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Expert Project Manager
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Senior Project Portfolio Manager
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Senior Portfolio Manager
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Strategic Portfolio Insights Manager
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Executive Portfolio Manager
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Wealth Portfolio Strategist
19 hours ago
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