Senior Portfolio Manager - Corporate & Treasury Services - BFSI

To undertake new client acquisition, retention & growth

- Identify and acquire new customer.

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly /monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential Clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc

- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues

- To undertake joint calls with research team / portfolio review of clients with research team /worksite for corporate clients.

- To work with the retail teams in arranging worksites in the premises of Institutional clients

- Senior Portfolio Manager - SPM is responsible for Identification and acquisition of Institutional clients and manage the overall relationship. SPM will be engaged in providing our Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.

- He/She will drive the new client acquisition through various sources also deepening the relationship with the existing client.

- He/she will liaise with the research team and conduct portfolio review of the clients.

- The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity