Portfolio Manager

and are supposed to service all banking needs of mapped clients Overall Job Description

• To acquire new clients through leads and family accounts grouping
• To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base
• To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client
• To service clients covering all their banking needs including bank / 3rd party products
• To increase the bank and third party product holding of the mapped client
• To meet / call mapped clients for client servicing needs and new products cross sell
• To actively participate in driving campaigns conducted across liability and other products
• To conform to processes of the bank and have a high focus on compliance

Essential requirement : Graduate / Post Graduate, preferred exposure to financial subjects (Preferred : Post Graduate in Finance / Commerce)

Qualifications

• 4-6 years of work experience in the banking industry
• 2 years of relevant experience as Relationship Manager

Additional requirements :

• Valid AMFI / IRDA Certifications;

If validity has expired– old certificates may be considered

• Candidate with experience working in an sales based incentive role, will be preferred

Desired Behavioural / Functional Traits

• Knowledge of Banking products and processes
• Strong Relationship Management skills. (Candidates with existing set of customers are preferred)
• Candidate must be self-motivated and must be able to pitch products to the clients
• Effective communication & interpersonal skills
• Multi-tasking with crisis management capabilities
• Ability to adapt to change in a fast growing franchise.