Senior Portfolio Development Officer

2 weeks ago


Indore Gwalior, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000

A key responsibility of the Portfolio Manager is to maintain a high level of customer satisfaction by ensuring timely resolution of complaints and maintaining accurate records for account openings, customer queries, and other customer transactions.

Key Responsibilities:
  • Ensure error-free documentation for account openings, FD closures, standing instructions, and other customer requests.
  • Comply with KYC norms and regulatory guidelines for all customer accounts.
  • Oversee locker allotments and related operations according to bank policies.

The role may require occasional travel for client meetings and branch coordination.

Qualifications:
  • Education: Graduation/Post-Graduation (Any Stream)
  • Experience: Previous experience in banking, particularly in customer acquisition and portfolio management, is preferred.
  • Skills:
  • Strong sales and relationship management skills.
  • Ability to work in a target-driven environment.
  • Excellent communication and interpersonal skills.
  • Proficient in using CRM tools for customer interaction management.
Key Competencies:
  • Customer-focused with the ability to identify customer needs and offer appropriate solutions.
  • Detail-oriented with the ability to manage multiple customer relationships and banking products.
  • Teamwork and coordination with cross-functional teams for customer service and product cross-selling.


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