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Prestige Portfolio Manager @ HBL People

PakistanOnsiteFull-timePosted 887 days ago

Opens on the employer's site

About this role

Business Growth

• Manage liability portfolio of ultra-high net worth clients of the Priority lounge with a total banking relationship of over PKR 5 Million in Current account average balances or PKR 7 Million in saving average relationship size. • Deposit Mobilization through existing clients and NTB customers to increase branch business portfolio. • To cross sell bank’s Retail / Consumer products & services. • To sell Wealth Management products, Consumer Finance products and Insurance products. • Provide excellent customer service in order to retain and increase relationships. • Ensure a clean portfolio with all discrepancies resolved within TAT. • Networking with existing and potential clients. • Visit top tier Priority customers on a periodic basis as directed to build loyalty and long-term relationships. • Ensure 100% action on gaps identified through SQ Reports. • Periodically review the existing accounts of their clients to manage attrition of deposits and selling products. • Strict adherence to KYC/ AML Guidelines, accounts opening policy & procedures, SBP policies & Circulars and Foreign Exchange Manual. • Responsible for cross referring HBL’s Solutions in order to meet Priority customer's present and future needs.

People Management

• Team leadership and ability to motivate and facilitate the Priority lounge staff • Build strong internal relationships with work colleagues. • Provide optimal level of customer service to HBL Priority Customers.

Minimum qualifications:

• Bachelor's preferably MBA/Masters from a recognized University Minimum experience:

• 5 yrs

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Prestige Portfolio Manager at HBL People | ResuMinder Jobs