Portfolio Management Professional

6 days ago

Giridih Jamshedpur, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,00,000

**Job Summary**

This is an exciting opportunity to join our team as a Portfolio Manager. We are seeking a highly motivated and skilled professional to manage a portfolio of customers, providing them with exceptional service and ensuring their needs are met.

The ideal candidate will have a strong background in customer service, sales, and relationship building. They will be responsible for acquiring new customers, deepening existing relationships, and driving revenue growth.

As a Portfolio Manager, you will be the primary point of contact for your customers, providing them with guidance and support to achieve their financial goals. You will work closely with internal stakeholders to understand customer needs and develop strategic plans to meet those needs.

The successful candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike. They will also have a strong understanding of financial products and services, with the ability to make recommendations that meet customer needs.

Key Responsibilities:

  • Acquire and deepen relationships with new and existing customers
  • Provide exceptional customer service, responding to customer inquiries and resolving issues promptly
  • Develop and implement strategic plans to drive revenue growth and meet customer needs
  • Collaborate with internal stakeholders to understand customer needs and develop solutions
  • Build and maintain strong relationships with customers and colleagues

Required Skills and Qualifications:

  • Strong background in customer service, sales, and relationship building
  • Excellent communication and interpersonal skills
  • Ability to build strong relationships with customers and colleagues
  • Strong understanding of financial products and services
  • Ability to make recommendations that meet customer needs

Benefits:

This role offers a competitive salary, bonuses, and comprehensive benefits package, including health insurance, retirement plan, and paid time off.

Others:

We are committed to diversity and inclusion in the workplace and welcome applications from qualified candidates who share our values.

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