2. Summary of the Role:As a Classic Portfolio Manager, you’ll focus on sales and customer management. Your main responsibilities include:
Keeping track of daily sales.
Making calls and offering our banking products to customers.
Getting new customers and making sure they use our services.
Selling products like credit cards, mutual funds, and insurance.
Managing existing customers and making sure they stay with us.
Giving great customer service and solving problems.
Encouraging customers to use online banking.
Helping with account openings and following rules.
3. Eligibility and Requirements to Apply:To apply for this role, you should:
Have at least 1 year of similar experience, preferably in banking.
Understand banking products and how they work.
Be good at communicating with customers.
Know about competition in the banking industry.
Be organized and plan your work well.
Follow rules and guidelines, especially for customer safety.
Make sure customers are happy and use our services.
Use technology like CRM systems for customer info.
Work closely with the branch banking team and other departments.
Be aware of current trends in finance.
Educated with at least a graduation degree.
Click here to download the full job description.