Portfolio Relationship Manager-BBD(Outsource)

Description

Client Relationship Management and Customer Service:

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

Portfolio Growth and Financial Targets:

1. Manage the portfolio to achieve growth in liabilities FX fees trade transactions investments and general financial targets.
2. Ensure port...