Portfolio Manager - Retail Liabilities

Position : Portfolio Manager | Retail Liabilities

Work Level : Senior Leadership

Industry Type : Banking

Function : Relationship Manager

Job Summary

We are seeking an experienced Portfolio Manager at the Senior Leadership level to drive the growth and profitability of our Retail Liabilities portfolio. This pivotal role involves Dealing with HNI and Ultra HNI Clients and requires exceptional Communication Skills and expertise in advanced relationship management. The manager will focus on aggressively growing deposit balances, enhancing client profitability, and maximizing the share of wallet through strategic cross-selling and the delivery of premium, value-added financial solutions.

Key Growth and Profitability :

• Focus intensely on growing the balance sizes of existing customer accounts within the HNI and Ultra HNI segments.
• Drive portfolio profitability by strategically capturing a larger share of wallet from mapped clients.
• Successfully manage the Portfolio Handling process, specifically focusing on expanding Retail Liabilities through CASA Sales and deepening existing relationships.

Relationship Deepening and Cross-Selling :

Client Advisory and Leadership :

Preferred Skills :

(ref : iimjobs.com)