Institutional Business Client Portfolio Manager

5 days ago


Hyderabad Secunderabad Telangana, India beBeeVirtualPortfolioManager Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Virtual Portfolio Manager

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.
Business Development & Lead Generation:
  • 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.
Sales Targets & Productivity:
  • Meet agreed-upon sales budgets and KPIs for products, income, and activation.
  • Track and report portfolio activity and conversions accurately.
Client Education & Awareness:
  • 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.
Requirements:
  • 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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