Customer Relationship Portfolio Manager

15 hours ago

Ahmedabad, Gujarat, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 15,00,000
Job Overview

This role is responsible for managing customer relationships to foster engagement and retention. The ideal candidate will possess excellent communication skills, be able to analyze financial data, and provide clients with fund-based working capital facilities.

Key Responsibilities
  • Manage a portfolio of existing customers to identify opportunities for growth and revenue generation.
  • Source new trade and forex customers to increase fee-based income.
  • Develop and implement strategies to enhance customer satisfaction and loyalty.
  • Collaborate with other departments to introduce new services that meet client needs.
  • Provide guidance on credit scoring and risk management.
Requirements
  • Excellent communication and interpersonal skills.
  • Ability to analyze financial data and provide recommendations.
  • Knowledge of trade and forex markets.
  • Strong problem-solving and analytical skills.
Benefits
  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

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