Portfolio Relationship Manager-BBD(Outsource)

Description

Client Relationship Management and Customer Service

• Maintain regular communication with clients to enhance portfolio growth and satisfaction.
• Address and resolve customer complaints effectively.
• Use various methods (phone, email, meetings, visits) to maintain strong client communication.
• Focus on serving all clients, especially the premium segment.
• Develop tailored sales plans based on clients’ financial needs and goals.
• Educate clients on available products and services highlighting benefits.
• Conduct financial reviews to identify additional needs and cross‑selling opportunities.
• Follow up on leads promptly to convert them into sales.

Portfolio Growth and Financial Targets

• Manage the portfolio to achieve growth in liabilities, FX fees, trade transactions, investments and general financial targets.
• Ensure portfolio growth compared to...