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Portfolio Sales Manager

1 month ago

Singapore TALEIX PRIVATE LIMITED Full time
Roles & Responsibilities

My client is a reputable global bank and they are looking to hire a Portfolio Sales Manager.


As a Portfolio Sales Manager, you will be expected to actively engage and cross-sell to the Small Business Clients accounts in your portfolio to increase the Products Per Client (PPC) to maximise the clients’ affinity to the bank.


Responsibilities

  • Engage existing portfolio clients to cross-sell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank sign-ups and activation, and referrals of loans products (including Business Instalment Loans, Business Property Loans)
  • Actively participate in relevant Sales campaigns for client engagements
  • Assist in the periodic reviews of accounts where necessary
  • Ensure that there you abide strictly within the code of conduct expected of you within the bank
  • Support your colleagues to jointly strive to grow the business to outperform as a team


PERFORMANCE MEASURES

  • Ensure portfolio revenue growth via active cross-selling of products, which includes revenue generated from digital channels such as S2B, Operating Account (OPAC), FX revenue etc.
  • Ensure quality calls are made for concept-selling to create clients’ awareness
  • Number of successful referrals made
  • Ensure successful Wealth Solutions referrals
  • No substantiated complaints or regulatory breaches

COMPETENCIES

  • Familiar with client due diligence processes
  • Negotiation and closing skills

WORK ETHIC

  • Punctual at work
  • Self-driven, self-motivated, and a pro-active approach toward resolving issues
  • Responsive, contactable and accountable to clients and internal stakeholders
  • Team player ready to grow business, and ready to cover team members’ duties as necessary
  • Appropriate dressing that must meet Bank’s standards

Tell employers what skills you have

Negotiation
Referrals
Microsoft Excel
Due Diligence
Investments
Property
Wealth
Loans
Risk Management
Portfolio Management
Deposits
Revenue Growth
Foreign Exchange
Team Player
Small Business

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