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
