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Job Detail
POrtfolio Manager
Delhi POrtfolio Management 10 LPAJob description
| Job Description | Arka Fincap Limited | ||||||
| Job Title: | Portfolio Manager | Position Type: | Permenent | ||||
| Department/Group: | Product | Reporting Head: | DVP - Product | ||||
| Location: | Delhi | Reportees: | NA | ||||
| Grade: | Manager | Traveling: | |||||
| Job Description | |||||||
| Role and Responsibilities | |||||||
| · Source proposals for the assigned product through Cold Calling, Client Visits, Seminar/Trade Fair Visits to achieve budgeted numbers · Perform marketing activities in their respective areas. · Ensure smooth service to customers. · Recommend the loan proposal highlighting the strengths of the proposal. · Monitor the client relations and payment schedule. · Understand the client's needs and propose products accordingly. · Continuously upgrade oneself with market and competitor information. · Maintain and manage cordial relationships with stakeholders through client servicing. · Monitor portfolio performance for their regions · Cross – Sell other products. |
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Responsibility
| Role and Responsibilities | |||||||
| · Source proposals for the assigned product through Cold Calling, Client Visits, Seminar/Trade Fair Visits to achieve budgeted numbers · Perform marketing activities in their respective areas. · Ensure smooth service to customers. · Recommend the loan proposal highlighting the strengths of the proposal. · Monitor the client relations and payment schedule. · Understand the client's needs and propose products accordingly. · Continuously upgrade oneself with market and competitor information. · Maintain and manage cordial relationships with stakeholders through client servicing. · Monitor portfolio performance for their regions · Cross – Sell other products. |
Qualifications
| Qualifications and Education Requirements | |||||||
| Graduation / Post graduation |