Retail Banking Portfolio Manager

5 days ago


Jodhpur, Rajasthan, India beBeeRelationships Full time
Job Overview

This role is focused on managing a portfolio of high net worth individuals and classic banking customers, ensuring strong relationship management and deep engagement.

The successful candidate will drive sales and cross-selling of banking products, including current accounts, life insurance, general insurance, demat accounts, and investment products.

Key responsibilities include acquiring new clients through various channels, providing excellent customer onboarding experience, conducting regular portfolio reviews, and working closely with internal teams to ensure timely service delivery.

Desired Candidate Profile
  • A minimum of 3 years' experience in retail branch banking sales, with proven success in meeting or exceeding sales targets.
  • Strong knowledge of banking products and services, particularly in the HNI and classic portfolio segment.
  • Excellent interpersonal and communication skills, with a customer-first mindset.
  • Ability to build lasting relationships and influence clients through trust and credibility.

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