Senior Client Portfolio Manager Position Available
Job details
Job description, work day and responsibilities
Job Title:
Client Portfolio Manager
About the Role:
The Client Portfolio Manager is responsible for managing a portfolio of clients to ensure superior service delivery and cross-selling of banking products. This includes building up CASA (Current Account and Savings Account) deposits, improving product holding per customer, acquiring new clients, and managing walk-in clients.
Key Responsibilities:
• Ensure effective client engagement leading to cross-selling.
• Increase product holding per customer within mapped portfolios.
• Profile clients and present them with suitable banking products.
• Be solution-oriented and ensure effective on-boarding of mobile banking services, bill payments, SIPs, insurance, investments, retail loans, and SME loans.
• Coordinate with relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
• Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
• Custodian of the branch vault, manage vault limits, cash, and non-cash transactions.
• Ensure nil instances of cash shortage or excess at the teller counter.
• Update key registers regularly and review branch reports like end-of-day cash position reports, LTR, instruments issued, etc.
• Monitor dummy accounts, suspense accounts, deferred accounts, accounts payable, receivable reconciliation, and maintenance of suspense accounts register as per required format.
Secondary Responsibilities:
• Perform audits and ensure compliance to internal and external regulations and guidelines.• Provide best-in-class customer service to all clients to become their primary banker.
The position is suitable for candidates with education
This position is suitable for fresh graduate
Company address
You will be redirected to another website to apply.
Offer ID: #1187500,
Published: 4 weeks ago,
Company registered: 2 months ago
