Portfolio Manager

Maintenance of portfolios of current mortgage customer base.

Deepening the portfolio and managing the clients business

requirement. Cross selling of various bank products.

Detailed Responsibilities

Managing existing relationships profitably

Maintaining quality of existing assets

Earning fee based income through cross selling of other

products of the bank.

Generating New Clients thru References from existing clients

and thus increasing the Portfolio Width

To maintain & follow up Accounts plan for each of the

existing relationship.

To ensure strict call discipline in respect of existing clients.

To ensure quick resolution of customer issues.

Share Early Warning Signals picked up during client visits

with the Immediate Supervisor for quick damage control