Prestige Portfolio Manager

Business Growth

• Manage liability portfolio of ultra-high net worth clients of the Priority lounge with a total banking relationship of over PKR 5 Million in Current account average balances or PKR 7 Million in saving average relationship size.
• Deposit Mobilization through existing clients and NTB customers to increase branch business portfolio.
• To cross sell bank's Retail / Consumer products & services.
• To sell Wealth Management products, Consumer Finance products and Insurance products.
• Provide excellent customer service in order to retain and increase relationships.
• Ensure a clean portfolio with all discrepancies resolved within TAT.
• Networking with existing and potential clients.
• Visit top tier Priority customers on a periodic basis as directed to build loyalty and long-term relationships.
• Ensure 100% action on gaps identified through SQ Reports.
• Periodically review the exi...