Portfolio Manager

About the role

Drive portfolio revenue growth through New Sales Revenue (NSR) generation, liability acquisition, and product penetration across the NR client portfolio. Increase Assets Under Management (AUM) through insurance, investment, and wealth solutions. Grow deposit balances by acquiring and deepening Savings Account relationships and driving incremental deposit footings.

What you'll do

• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time
• Drive profitable growth of the Non-Resident (NR) portfolio through revenue generation, deposit acquisition, investment and insurance penetration, client acquisition
• Ensure adherence to all internal and external regulations
• NRI Process and Knowledge -Relationship Management

What you need

• MIS reporting
• Wealth management
• Reporting
• Compliance
• Sales
• Risk management
• MBA or M.Sc

Good to have

• Portfolio management
• CSS