Sales Portfolio Manager

2 weeks ago


Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

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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