
Senior Financial Services Manager
3 days ago
Job Opportunity: Portfolio Manager
We are seeking a skilled Portfolio Manager to lead the sales of various financial products and deliver exceptional customer service. The ideal candidate will possess excellent communication skills, a thorough understanding of the banking industry, and the ability to build and maintain strong relationships with clients.
Key Responsibilities:
- Handle the sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Card, Home Loan, and LAP for existing portfolios
- Provide end-to-end customer service for assigned clients
- Source new bank accounts to expand our client base
- Deepen household penetration
- Cross-sell financial products to customers
- Keep clients informed about new products or product enhancements to further enhance our banking relationship
- Maintain accurate records for assigned customers
- Meet regularly with mapped clients to deepen our banking relationship
Requirements:
- Bachelor's degree in Business Administration or related field
- Minimum 3 years of experience in portfolio management or related field
- In-depth knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
What We Offer:
- Competitive compensation package
- Opportunities for career growth and professional development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
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