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Client Portfolio Development Manager
2 weeks ago
- New Business Origination: Identify and acquire new clients to expand the existing client base, thereby increasing revenue and market share.
- Client Relationship Management: Foster strong, long-term relationships with existing clients, providing exceptional service, and ensuring their needs are met.
- Credit and Risk Management: Involvement in credit-related tasks, such as assessing creditworthiness, managing risk, and ensuring compliance with regulatory requirements.
- Assets under Management and Investments: Provide expert advice on investment opportunities, manage assets, and ensure optimal returns for clients.
- Stakeholder Management: Collaborate with internal stakeholders, including sales, marketing, and product teams, to ensure seamless delivery of services to clients.
- Query Resolution: Address client queries and concerns promptly, ensuring high levels of satisfaction and loyalty.