Portfolio Manager Branch

About the role

Servicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and achieving allocated portfolio and revenue targets.

What you'll do

• Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits]
• Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts
• Participate actively in branch sales planning to generate action plans for meeting targets
• He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times
• Ensure high level of customer service in the Branch. Manage difficult customer situations

What you need

• 1–4 yrs of experience
• Sales
• Wealth management
• MIS reporting
• KYC
• Reconciliation
• Budgeting
• Any graduate

Good to have

• Cross-selling