Prestige Portfolio Manager

HBL People · India

• 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 existing accounts of their clients to manage attrition of deposits and selling products.
• Strict adherence to KYC/ AML Guidelines, accounts opening policy & procedures, SBP policies & Circulars and Foreign Exchange Manual.
• Responsible for cross referring HBL’s Solutions in order to meet Priority customer's present and future needs.

People Management

• Team leadership and ability to motivate and facilitate the Priority lounge staff
• Build strong internal relationships with work colleagues.
• Provide optimal level of customer service to HBL Priority Customers.

Qualifications

• Bachelor's preferably MBA/Masters from a recognized University
• 5 yrs

Job Info

• Job Identification 7161
• Posting Date 02/16/2024, 12:47 PM
• Degree Level Graduation
• Job Schedule Full time
• Locations Habib Bank Plaza, Karachi, Sindh, PK