Sales Portfolio Manager
2 weeks ago
about the job
As a Portfolio Sales Manager, your primary responsibility will be to actively engage and cross-sell to SME accounts within your portfolio, aiming to increase the Products Per Client (PPC) and enhance client loyalty to the bank.
Responsibilities:
- Engage with existing portfolio clients to cross-sell various products, including:Acquisition of Operating Accounts & Deposits
Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments)
Straight2Bank sign-ups and activation
Referrals for loan products (Business Installment Loans, Business Property Loans)
skills and experience required
- Self-driven, self-motivated, and proactive in resolving issues.
- Responsive and accountable to clients and internal stakeholders.
- Team player eager to grow the business.
To apply online please use the 'apply' function
(EA: 94C3609/ R21103354)
Tell employers what skills you have
Referrals
Microsoft Excel
Construction
Assessing
Investments
Property
Wealth
Loans
Risk Management
Cantonese
Portfolio Management
Deposits
Foreign Exchange
Capital
Team Player
Equities
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