Customer Portfolio Manager

3 days ago


Mumbai, Maharashtra, India Aspire For Her Full time

Aspire For Her is a leading organization dedicated to empowering women in their professional journey. We are excited to present an opportunity for a skilled Customer Portfolio Manager to join our esteemed team.

Job Summary:

We seek an experienced and results-driven individual to manage customer portfolios, deepen relationships, and drive business growth. The ideal candidate will have a proven track record in sales and relationship management, excellent communication skills, and the ability to work accurately under high pressure.

About the Role:

In this role, you will be responsible for engaging with assigned customer portfolios, updating interactions in the bank's system, deepening customer relationships, and managing issues. You will also focus on acquiring new customers, profiling them to increase wallet share, and enhancing customer wallet size. Additionally, you will ensure customer scoping is done with need-based products suggested as hooks for deepening relationships.

Key Responsibilities:

  • Engage with assigned customer portfolios to deepen relationships
  • Update customer interactions in the bank's system
  • Manage issues and maintain complete relationship records
  • Acquire new customers through marketing channels and referrals
  • Profile customers to increase wallet share
  • Enhance customer wallet size
  • Ensure customer scoping is done with need-based products suggested

Requirements:

  • Minimum 1-5 years of experience in sales and/or relationship management
  • Excellent communication and interpersonal skills
  • Ability to work accurately under high pressure
  • Proven track record in sales and relationship management

What We Offer:

  • A competitive salary package
  • Opportunities for career growth and development
  • A dynamic and supportive work environment

Estimated Salary: ₹8,00,000 - ₹12,00,000 per annum



  • Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    About Abakkus Asset Manager Private LimitedAbakkus is a leading alpha-focused asset manager managing over INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of...

  • Product Manager

    4 days ago


    Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    Abakkus Asset Manager Private Limited is a leading asset management company managing a significant portfolio of public markets and private equity strategies.We are looking for a Product Associate to support the development of our product strategies and roadmaps for Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Registered...


  • Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Lead to join our team at Abakkus Asset Manager Private Limited. As a key member of our organization, you will be responsible for defining and implementing product strategies that align with our business goals.Responsibilities:Define product roadmaps for PMS, AIF, and RIA platforms, ensuring...


  • Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Abakkus Asset Manager Private Limited. The successful candidate will be responsible for leading the development and launch of new investment products, managing client relationships, and ensuring regulatory compliance.About UsAbakkus Asset Manager Private Limited is a...


  • Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    Role OverviewWe are seeking a seasoned Product Development and Portfolio Management Executive to join our team at Abakkus Asset Manager Private Limited. This is a key leadership role that will drive the development and launch of new investment products under PMS and AIF structures.ResponsibilitiesProduct Strategy and Development:Create product strategies and...


  • Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    About the RoleAbakkus Asset Manager Private Limited is seeking a skilled Senior Product Manager to lead the development and launch of innovative investment products under Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) structures.ResponsibilitiesProduct Strategy and Development: Define product strategy and roadmap for PMS, AIF, and...


  • Mumbai, Maharashtra, India Aspire For Her Full time

    Job OpportunityAspire For Her is an esteemed organization offering a dynamic role for a motivated individual. About the JobWe 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.ResponsibilitiesPortfolio...


  • Mumbai, Maharashtra, India equentis Full time

    Company Overviewequentis is a leading online non-discretionary equity advisory company, regulated by SEBI and established in 2009. We offer tailored research reports and are proud to have been at the forefront of the Indian equity markets for over a decade.Job DescriptionThe Head of Portfolio Management Sales will be responsible for overseeing the firm's...


  • Mumbai, Maharashtra, India IDFC FIRST Bank Full time

    Job Title: Portfolio Engagement ManagerCompany Overview:IDFC FIRST Bank is a leading banking institution committed to delivering exceptional customer experiences and fostering business growth.Salary: ₹2,500,000 - ₹5,000,000 per annum (depending on location and experience)Job Description:The Portfolio Engagement Manager plays a critical role in driving...


  • Mumbai, Maharashtra, India IDFC FIRST Bank Full time

    Job Overview">IDFC FIRST Bank is seeking a highly skilled Strategic Portfolio Growth Manager to join our team. In this role, you will be responsible for analyzing the non-resident customer portfolio and identifying key levers to grow the business.">Key Responsibilities">">Analyze the health and performance of the non-resident customer portfolio and derive...


  • Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full time

    Job OverviewArdor Talent Solutions Private Limited is a prominent non-banking finance company offering secured and unsecured lending solutions to various customer segments. As a Senior Portfolio Manager, you will play a crucial role in maintaining a healthy portfolio, establishing credibility, and earning a strong reputation in the local market.Key...


  • Mumbai, Maharashtra, India Gruve Full time

    Cybersecurity Portfolio ManagerAt Gruve, we're looking for a seasoned sales professional to spearhead our Cybersecurity Portfolio. This is an exciting opportunity to join a dynamic environment and drive the growth of our cybersecurity services.We're seeking someone with a strategic mindset, exceptional leadership skills, and a deep understanding of...


  • Mumbai, Maharashtra, India Marsh McLennan Full time

    Job Summary:We are seeking an experienced Financial Portfolio Manager to join our team at Marsh McLennan in Mumbai. This role will involve managing discretionary fixed income portfolios for EMEA clients and developing a deep understanding of portfolio performance and risk metrics.About the Role:Support the Portfolio Management Team in managing fixed income...


  • Mumbai, Maharashtra, India PEOPLEOCITY LLP Full time

    {"Job Overview": "As a Virtual Wealth Manager at PEOPLEOCITY LLP, you will play a pivotal role in helping high net worth individuals and affluent clients achieve their financial goals through personalized wealth management services." + "Key Responsibilities:" + "* Build and maintain long-standing relationships with clients through virtual communication...


  • Mumbai, Maharashtra, India equentis Full time

    Head of Portfolio Sales Opportunityequentis, a leading online non-discretionary equity advisory company, is seeking an exceptional Equity Portfolio Manager Lead to drive the strategic direction and operational effectiveness of our portfolio management team. This is a unique chance to join a pioneering organization at the forefront of the Indian equity...


  • Mumbai, Maharashtra, India SearchLight HR Services Pvt. Ltd. Full time

    Job Title: Senior Portfolio Management ChiefAbout the Role:We are seeking a seasoned Senior Portfolio Management Chief to spearhead the growth of our Portfolio Management Services (PMS) / Alternative Investment Fund (AIF) business. As a strategic leader, you will drive business development, expand our premium client base, and design lead generation campaigns...


  • Mumbai, Maharashtra, India Easy Home Finance Limited Full time

    About Easy Home Finance LimitedWe are a leading financial services provider dedicated to making home ownership accessible to everyone.Job SummaryWe are seeking an experienced Collection Portfolio Manager to join our team. The successful candidate will be responsible for ensuring high levels of collection efficiency and building strong relationships with...


  • Mumbai, Maharashtra, India DBS Bank Full time

    Job SummaryWe are seeking a skilled Portfolio Management Specialist to join our team at DBS Bank. The successful candidate will be responsible for managing portfolios, designing pool parameters, and conducting physical due diligence on the portfolio.Key ResponsibilitiesPortfolio management and assessmentPool parameter design and physical due diligenceNPA...


  • Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Title: Corporate Banking Portfolio ManagerAt Intellectual Capital HR Consulting Pvt. Ltd., we are seeking a highly skilled and experienced Corporate Banking Portfolio Manager to join our team.Job Summary:The successful candidate will be responsible for acquiring and building a well-diversified portfolio within the Large & Mid Corporate segment. This...


  • Mumbai, Maharashtra, India Vallum Capital Advisors Full time

    About Vallum Capital AdvisorsVallum Capital Advisors Private Ltd (PMS) is a leading investment management firm that offers a range of portfolio management services to its clients. Our team of experienced professionals works closely with our clients to understand their investment objectives and provides personalized investment solutions to meet their...