Portfolio Manager
Core
Manage and deepen an existing affordable mortgage portfolio through customer relationship management, cross-selling, and business generation.
Role type
Senior IC portfolio manager (mortgage)
Builds
Affordable home loan portfolio
Domain
Financial services / Mortgage lending
Required skills
portfolio management, customer relationship management, cross-selling, risk monitoring, field visits, financial product knowledge
Preferred skills
affordable housing finance experience, negotiation skills
Technologies
none stated
Responsibilities
Manage and maintain existing affordable mortgage customer portfolio, build strong relationships with existing customers, drive portfolio deepening through cross-selling, generate referrals and new business opportunities, monitor customer accounts and ensure timely follow-ups, identify early warning signals and escalate potential risks, ensure quick resolution of customer queries and service-related issues, conduct regular customer visits, maintain portfolio quality while achieving assigned business and revenue targets, coordinate with internal teams to ensure smooth resolution of customer requirements