Portfolio Manager

20 hours ago


Gurgaon, Haryana, India beBeeCertification Full time ₹ 25,00,000 - ₹ 40,00,000
Job Title:
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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