Portfolio Manager

4 days ago


Jaipur, Rajasthan, India beBeeCustomerRelationship Full time
Job Description

This position involves managing a portfolio of customers, enhancing their relationships by cross-selling products and services.

The ideal candidate will be responsible for acquiring new customers, deepening existing relationships, and ensuring customer satisfaction.

Key Responsibilities
  • Manage Classic portfolio by acquiring new customers and enhancing relationships through cross-selling products and services.
  • Acquire family accounts and deepen the size of the relationship by providing excellent services.
  • Ensure customer satisfaction and retention by being a dedicated point of contact.
Required Skills and Qualifications
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and meet sales targets.
  • Knowledge of banking products and services.
Benefits
  • Opportunity to work in a dynamic and growing organization.
  • Competitive salary and benefits package.
  • Opportunities for career advancement.
Others
  • Maintain accurate records and reports as required.
  • Adhere to all relevant laws, regulations, and bank policies.
  • Contribute to a positive and inclusive work environment.


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