HR at Strategic HR & IT Services
Views:64 Applications:28 Rec. Actions:Recruiter Actions:7
Relationship/Portfolio Manager - BFSI (1-5 yrs)
Job Designation : Portfolio Executive/Manager
Looking for an individual contributor from Banking background with Wealth Management and HNI client handling.Plus, people with Cross-Selling experience will be ideal.
Job Purpose
- To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Faircent.com products & services.
- To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management
Job Role & Responsibilities:
- First point of contact for customers and thus critical in customer acquisition/ retention.
- Managing the portfolio of Retail (HNIs UHNIS) / Institutional Investors
- Servicing the Investors (Collections/Reinvestment)
- Getting the Funds into Escrow Account for the Investments
- Responsible for client relationship, sales, disbursement, generating Lenders/Investors, documentation & collection with respect to Individual, SME/Business clients
- Ability to Handle and Develop a Team of Portfolio Managers and Management Trainees for achieving the required goals
Experience : 6 months to 5 years.
Candidate Desire Profile:
- Age should be 20-26years only.
- Good communication (verbal and written skills).
- Ability to speak in local language and English.
- Understanding of local market and captive client base.
Education Qualification:
- Minimum Graduate with any stream.
- Post Graduate with any stream.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
