Portfolio Sales Manager

2 weeks ago

Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

[Job ID: 1070945]

As a Portfolio Sales Manager, you will be responsible for developing and managing your assigned client portfolio to achieve and exceed annual sales targets and key performance indicators. You'll play a key role in cross-selling a full suite of banking products while participating in strategic sales campaigns throughout the year.

Responsiblites:

  • The full range of client solutions including cash management, loans, trade finance, investments, insurance, and hedging tools.
  • How to recommend and position appropriate products to enhance client engagement with the bank.
  • Portfolio management strategies that deepen client relationships through proactive engagement and tailored financial solutions.
  • Actively engage portfolio clients to cross-sell bank offerings such as operating accounts, deposits, wealth solutions (e.g. insurance, FX, investments), digital platform (Straight2Bank) activations, and loan products (e.g. Business Instalment Loans, Property Loans).
  • Drive participation in ongoing sales campaigns to strengthen client outreach and business acquisition.
  • Conduct periodic reviews of existing accounts to ensure relevance of financial solutions.
  • Deliver portfolio revenue growth by:

    Driving Net Interest Income through CASA and quality time deposits.

    Increasing Net Fee Income via transaction activities.

    Generating wealth revenue through bancassurance and investment solutions.
  • Proactively manage account activities (e.g. AUM tracking, TD maturities) to drive consistent growth in CASA and time deposits.
  • Conduct high-quality client engagements focused on cross-selling new products such as Business Instalment Loans, Working Capital Loans, Mortgages, Trade Working Capital, Wealth, Bancassurance, and tailored cash solutions.
  • Maintain a professional standard free from customer complaints or regulatory violations.

Requirement:

  • At least 1–2 years of relevant experience in a direct B2B or B2C sales role.
  • Comfortable and effective in a telesales-driven environment.
  • Familiarity with customer due diligence procedures, including compliance with FATCA regulations.
  • Strong understanding of the competitive landscape to effectively position the bank's products.
  • Proficient in identifying customer needs and applying strategic tools and techniques to generate additional sales opportunities.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Tell employers what skills you have

Sales
Hedging
Due Diligence
Investments
Property
Corporate Banking
Wealth
Loans
Trade Finance
B2B
Retail Banking
Portfolio Management
Deposits
Commercial Banking
Cash Management
Banking
Capital
Mortgage Banking
Corporate Banking Solution
SME market

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