PORTFOLIO MANAGER

JOB DESCRIPTION – PORTFOLIO MANAGER

Position: Portfolio Manager

Industry: BFSI – Banking, Financial Services & Insurance

Employment Type: Full-Time

Location: Vadapalani, Chennai

Experience: 1–5 Years

Qualification: Any Degree / MBA

Gender : Female Only

Salary : Based on skills Negotiable

Job Summary

We are looking for a proactive and result-oriented Portfolio Manager to manage and grow a portfolio of customers in the BFSI sector. The candidate will be responsible for direct customer acquisition, field visits, portfolio management, relationship management, customer retention, and achieving business targets.

Key Responsibilities

 Manage and develop an assigned portfolio of customers.

 Generate new customers through direct appointments, references, leads, and field visits.

 Conduct regular field visits and customer meetings to understand financial requirements and provide suitable solutions.

 Schedule and attend direct appointments with prospective and existing customers.

 Build and maintain strong, long-term customer relationships.

 Identify opportunities for cross-selling and upselling of BFSI products.

 Follow up with customers regarding renewals, payments, policy servicing, and other financial requirements.

 Monitor portfolio performance and take necessary actions to improve customer retention and revenue.

 Achieve assigned monthly and quarterly sales and portfolio targets.

 Maintain regular follow-up with prospective customers and convert leads into business.

 Maintain accurate customer records and update all relevant details in the CRM system.

 Coordinate with Sales, Operations, Credit, Collections, and Customer Support teams for smooth customer service.

 Handle customer queries and resolve issues professionally and within the required timelines.

 Prepare regular reports on customer visits, appointments, sales, portfolio growth, and revenue.

 Ensure compliance with company policies and applicable BFSI regulations.

 Stay updated on BFSI products, market trends, and competitor offerings.

Field & Customer Acquisition Responsibilities

 Conduct daily field visits to meet prospective and existing customers.

 Generate business through direct appointments and face-to-face meetings.

 Develop new customer networks through references, local market visits, and lead generation.

 Maintain regular follow-up with customers until successful conversion.

 Achieve assigned field sales and customer acquisition targets.

 Manage the complete customer relationship from acquisition to servicing and retention.

Required Skills

 Excellent communication and interpersonal skills.

 Strong customer relationship management skills.

 Good sales, negotiation, and convincing abilities.

 Willingness to travel for customer meetings and field visits.

 Good knowledge of BFSI products and services.

 Strong follow-up and lead-conversion skills.

 Target-oriented and self-motivated approach.

 Good problem-solving and decision-making skills.

 Basic knowledge of MS Office and CRM software.

 Ability to work independently and as part of a team.

Preferred Experience

Candidates with experience in Banking, Insurance, NBFC, Financial Services, Wealth Management, Loans, Credit Cards, or Customer Relationship Management will be preferred.

Candidates with prior experience in field sales, direct sales, customer acquisition, or portfolio management will have an added advantage.

Key Performance Indicators (KPIs)

 New customer acquisition

 Direct appointment conversion

 Field visit performance

 Portfolio growth

 Customer retention

 Revenue generation

 Cross-selling and upselling

 Renewal/collection performance

 Customer satisfaction

 Achievement of monthly and quarterly targets

What We Offer

 Competitive salary

 Performance-based incentives

 Career growth opportunities

 Professional training and development

 Supportive and performance-driven work environment