Senior Portfolio Executive

1 week ago

Hyderabad Secunderabad Telangana, India beBeeFinancial Full time
Portfolio Manager

The role of a Portfolio Manager involves overseeing a portfolio comprising 750+ Institutional Businesses. This includes virtually/telephonically engaging with clients, making them aware of product offerings, up-selling and cross-selling various products based on their needs and generating leads for Payment Gateway (PG), POS, ECMS, E NET, CASA, Secured/Unsecured Loans, Cards, and others.

As a Portfolio Manager, you will ensure that every client/institutional business is contacted at least once in three months basis portfolio allocation. You will also educate clients about the range of financial products available to cater to their needs.

Key Responsibilities:

  • Manage a portfolio of institutional businesses
  • Engage with clients virtually/telephonically
  • Upsell and cross-sell financial products
  • Generate leads for new business opportunities

Required Skills & Qualifications:

  • Strong communication and interpersonal skills
  • Ability to work independently with minimal supervision
  • Basic knowledge of finance and banking
  • Proficiency in MS Office Suite

Benefits:

  • Competitive salary package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment

Original Documents to be carried:

  • Identity Proof (PAN Card, Aadhar Card, Driving License, Passport or Voter ID)
  • 2 Sets of resumes including your address
  • Business formal attire

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