Senior Portfolio Manager

3 days ago

Navi Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Summary:

The primary objective of this role is to manage and grow a portfolio of premium retail banking customers. The focus lies in driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients.

Key Responsibilities:
  • Manage the banking and investment needs of premium branch/retail customers.
  • Drive overall growth in liabilities and investment business from mapped relationships.
  • Identify potential for revenue expansion and cross-sell opportunities.
Business Development:
  • Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds.
  • Generate incremental business and increase wallet share by proactively selling retail and commercial banking products.
  • Acquire new customers and deepen relationships within the assigned portfolio.
Customer Engagement & Servicing:
  • Regularly engage with clients to maintain portfolio quality and desired relationship values.
  • Act as the face of the bank and the primary contact for service and sales-related needs.
  • Drive channel and product penetration to improve overall customer relationship value.
Investment Advisory:
  • Understand financial needs of customers and offer suitable investment products.
  • Ensure transparency in product offerings and build trust through need-based solutions.
  • Generate fee income via sales of mutual funds, insurance, and other investment products.
Audit & Compliance:
  • Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.).
  • Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.

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