Portfolio Manager

1 day ago

Shimla, Himachal Pradesh, India beBeeRelationship Full time ₹ 9,30,300 - ₹ 14,34,900
Job Description

Our ideal candidate will manage a portfolio of high net worth clients, providing quality service and acquiring new asset relationships through various channels.

The successful candidate will achieve overall business targets on volumes and profitability for HNW customers.

They will regularly interact with branches for lead generation, updates on leads in CRM, ensuring conversions and following the complete lead conversion process.

Market scope and identifying potential customers with wallet share for all HNW customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team are key responsibilities.

The role involves following the laid down sales process which involves updation of regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors.

The calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.

Monthly review to be done with various product groups and supervisors who support the RM's portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.

Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level is also expected.

Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure are additional responsibilities.

Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.

Increasing the IPH and CTG to ensure revenue maximization is another key objective.

Responsibilities include relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.

Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities.

CAM Preparation & query resolution.

Customer negotiation on rates and other issues relating to charges.

Daily servicing of customer Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition / withdrawal issues, solvency certificates, trade & Fx transaction, etc.

High level of client satisfaction is must.

Required Skills and Qualifications

The ideal candidate should have excellent communication skills and a strong analytical mindset.

A minimum of 5 years experience in banking and finance industry is required.

Strong knowledge of CRM and sales process is essential.

Benefits

Competitive salary and bonus structure.

Opportunity for career growth and professional development.

Others

Work-life balance and flexible working hours.

Collaborative and dynamic work environment.

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