
Portfolio Manager
20 hours ago
Portfolio Manager
Role Description:
As a portfolio manager, you will be responsible for overseeing a group of high-value customers and leading a team of account managers. You will engage with customers through digital mediums and in-person meetings to meet their service needs and increase the value of customer relationships.
Key Responsibilities:
- Manage a portfolio of 800-900 customers
- Lead a team of 10-12 account managers
- Cross-sell investment products, insurance products, credit cards, and loans
- Increase relationship value of portfolios mapped to account managers
- Ensure all account managers are certified in IRDAI and AMFI/EUIN
Requirements:
- Minimum 8-10 years of sales experience
- Prior team management experience of at least 3 years
- Basic Excel knowledge and ability to perform non-complex data analysis
- Basic understanding of Customer Relationship Management (CRM) tools like Salesforce
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