Portfolio Manager Opportunities

1 week ago


Aligarh, Uttar Pradesh, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title: Portfolio Management Specialist

Responsible for acquiring and managing high net worth customers under a preferred program. This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention.

The specialist also works on acquiring new-to-bank relationships, being a single point of contact for the customer's financial needs to grow relationship value and wallet share.

Key areas of focus include HNW portfolio management, operations, marketing, and processes, as well as customer service and education qualifications.

Responsibilities include liaising with peers to flag eligible customers, acquiring new customers meeting product criteria, conducting regular customer interactions, and maintaining portfolio hygiene and quality.

Cross-selling bank products based on customer needs is also a key responsibility, as well as offering advisory services in coordination with product teams.

Additionally, controlling customer attrition and achieving revenue targets are critical components of this role.

Requirements include 5-10 years of experience in portfolio management or a related field, with prior exposure to portfolio management being a plus.

Key stakeholders include customers, branch banking teams, operations, product teams, asset teams, treasury, credit, and insurance partners.



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