Portfolio Manager
Core
Manage and deepen an existing affordable mortgage customer portfolio through customer relationship management, cross-selling, and business generation.
Role type
Senior IC retail banking portfolio manager
Builds
Affordable home loan portfolio
Domain
Financial services / Retail banking / Mortgage lending
Required skills
customer relationship management, portfolio management, cross-selling, risk monitoring, account monitoring, field visits, negotiation, financial product knowledge
Preferred skills
affordable housing finance exposure, retail banking experience
Technologies
none stated
Responsibilities
Manage and maintain existing affordable mortgage customer portfolio, Build strong relationships with existing customers and understand their financial requirements, Drive portfolio deepening through cross-selling relevant financial products, Generate referrals and new business opportunities through existing customers, Monitor customer accounts and ensure timely follow-ups, Identify early warning signals and escalate potential risks to the reporting manager
Seniority
Mid-level, hands-on IC