
Classic Portfolio Manager
2 weeks ago
We are seeking an experienced and skilled Classic Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of customers, identifying opportunities for growth, and developing strategies to maximize customer relationships.
Key Responsibilities:- Manage and maintain a portfolio of customers, including regular contact and communication to understand their needs and preferences.
- Identify opportunities for cross-selling and upselling products and services to existing customers.
- Develop and implement strategies to improve customer retention and loyalty.
- Work closely with other teams to ensure seamless delivery of products and services to customers.
- Proven experience in sales and customer management, preferably in the financial industry.
- Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
- Ability to analyze data and identify trends to inform business decisions.
- Excellent problem-solving and time management skills, with the ability to prioritize tasks and meet deadlines.
As a Classic Portfolio Manager, you will enjoy a competitive salary and benefits package, including comprehensive health insurance, retirement savings plan, and paid time off.
Others:You will have the opportunity to work with a dynamic and supportive team, with access to ongoing training and development opportunities to enhance your skills and career progression.
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