Portfolio Manager - NR

Job Summary:

• Drive portfolio revenue growth through New Sales Revenue (NSR) generation, liability acquisition, and product penetration across the NR client portfolio.
• Increase Assets Under Management (AUM) through insurance, investment, and wealth solutions.
• Grow deposit balances by acquiring and deepening Savings Account relationships and driving incremental deposit footings.
• Deliver sustainable portfolio growth through Net New Money (NNM) acquisition and effective client wallet share expansion.
• Acquire and retain Priority-qualified clients while improving portfolio quality and profitability.
• Strengthen customer engagement through proactive portfolio management, regular client interactions, and needs-based financial advisory.
• Ensure superior customer experience by achieving CIP and Customer Satisfaction Score (CSS) objectives.
• Maintain strong governance and risk discipline by ensuring timely completion of regulatory reviews, trigger reviews, and compliance requirements.
• Partner with product, operations, and service teams to deliver seamless client onboarding and servicing experience.
• Monitor portfolio performance against defined KPIs and execute action plans to achieve revenue, acquisition, and service targets.
• Ensure Balanced Scorecard is qualified in a consistent manner.

Key Responsibilities:

Strategy:

• Drive client engagement in line with coverage model.
• Own client portfolio for a limited defined period of time.

Business:

• Drive profitable growth of the Non-Resident (NR) portfolio through revenue generation, deposit acquisition, investment and insurance penetration, client acquisition, portfolio deepening, and disciplined risk and compliance management while delivering a superior customer experience.

Processes:

• Ensure adherence to all internal and external regulations.

People & Talent:

• NRI process and knowledge.
• Relationship management skills.

Risk Management:

• Monitor all major risk issues and concentrations.
• Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.

Governance:

• Follow Group code of conduct, zero audit finding, no mis-selling, and no fraud.

Regulatory & Business Conduct:

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders:

• NR Segment / Wealth Management.

Skills and Experience:

• Relationship management.
• Sales acumen.
• Interpersonal skills.
• Communication.

Qualifications:

• Graduate/Post graduate/MBA/MMS/MA/M.Sc.
• Certifications: IRDA.