Relationship Portfolio Manager

1 week ago


Mumbai, Maharashtra, India Aspire For Her Full time

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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