Relationship Portfolio Manager
1 week ago
Job Opportunity
Aspire For Her is an esteemed organization offering a dynamic role for a motivated individual.
About the Job
We are seeking a skilled Relationship Portfolio Manager to join our team. This position involves engaging with assigned portfolios of bank customers, deepening relationships, and enhancing customer wallet size.
Responsibilities
- Portfolio Management: Engage with assigned portfolio of bank customers for service and relationship deepening.
- Deepening Customer Relationships: Update customer interactions in the bank system for audit trail and future reference.
- Manage Issues and Maintain Complete Relationship Record: Manage customer accounts, issues, and maintain complete relationship records.
- Enhance Customer Wallet Size: Increase customer wallet size through profiling and suggesting need-based products.
- Acquisition of New Customers: Acquire new-to-bank customers from leads generated through marketing campaigns and referrals.
Key Competencies
- Excellent verbal and written communication skills.
- Strong customer service orientation.
- Interpersonal effectiveness and negotiation skills.
- Able to work accurately under high pressure within fixed timeframes.
- Result-oriented and quality-focused.
Desired Candidate Profile
- Graduate with significant experience in sales or customer-facing roles.
- Able to negotiate and convince clients to increase their accounts.
- Familiarity with numbers and MS Excel.
Salary Information
The estimated salary for this role is ₹ 12 lakhs per annum, depending on location and candidate qualifications.
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