Strategic Portfolio Growth Specialist

5 days ago

Kolkata, West Bengal, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 8,00,000
Job Description

We are seeking an experienced professional to join our team as a Portfolio Manager. This role will be responsible for managing a portfolio of customers, acquiring new customers, and deepening relationships through cross-selling products and services.

The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively with customers, colleagues, and other stakeholders.

Key responsibilities will include:

  • Maintaining daily sales reports and ensuring quality new acquisition on SA and CA for Resident/Non-Resident customers
  • Structuring bundled offerings of products and services to customers within defined timelines
  • Ensuring customer eligibility and maintaining regular customer contact to establish needs and opportunities to cross-sell
  • Monitoring large amount movements and account closures from deposit accounts and preventing customer attrition
Required Skills and Qualifications

To succeed in this role, you will need:

  • Strong sales and customer relationship management skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Basic knowledge of banking products and services
Benefits

As a Portfolio Manager, you can expect:

  • A competitive salary and bonus structure
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment
Others

This role offers a unique opportunity to grow your career in a rapidly evolving industry. If you are a motivated and results-driven individual looking for a challenging and rewarding role, please apply today.

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