Portfolio Manager

Royal York Management; Bengaluru; Remote; INR 1,200,000 - 1,800,000; Full time

Job summary

Royal York Property Management is hiring a Portfolio Manager to oversee a portfolio of owners and tenants, ensuring proactive communication and timely rent monitoring. You will onboard clients, track documents, review activity for owner payouts, and coordinate maintenance with internal and external teams.

The role emphasizes service ownership, relationship management, and sales ability to prevent cancellations while expanding client relationships through value demonstrations.

Qualifications

• Three or more years of experience in account management, portfolio management, property management, client success, relationship management, sales, or service operations.
• Experience managing multiple clients, accounts, properties, claims, cases, or active files simultaneously.
• Experience with client retention, renewals, objection handling, negotiation, account growth, or consultative sales.
• Experience monitoring rent, invoices, recurring payments, accounts receivable, or overdue balances.
• Strong client communication and experience handling complaints or escalations.

Responsibilities

• Act as the primary contact for an assigned portfolio of property owners and tenants.
• Manage multiple client accounts, properties, and active service files.
• Complete client onboarding and collect required property, owner, and tenant documents.
• Provide proactive updates about completed work, outstanding issues, and next steps.
• Monitor rent collection and follow up on overdue balances.
• Review monthly property activity before owner payouts, including rent received, fees, expenses, invoices, reserves, and holdbacks.
• Investigate account discrepancies and coordinate corrections with the accounting team.
• Coordinate maintenance requests with internal teams and external service providers.
• Handle owner and tenant complaints, urgent issues, and service escalations.
• Identify dissatisfied or at-risk clients and take action to prevent avoidable cancellations.
• Manage agreement renewals and discuss pricing or service concerns within company guidelines.
• Handle objections, reinforce the value of the company s services, and identify appropriate opportunities to expand client relationships.
• Monitor tenant notices, vacancies, turnovers, and re-leasing activity.
• Maintain accurate CRM notes, documents, tasks, deadlines, and follow-ups.
• Identify stalled files and raise financial, legal, or service risks when necessary.
• Use technology and AI tools to improve documentation, communication, reporting, and efficiency.

Skills

Account management

Portfolio management

Property management

Client success

Relationship management

Sales

Service operations

Tools

CRM

Ticketing system

Property-management platform

Workflow-management system

Job description

Royal York Property Management is hiring a Portfolio Manager to manage a portfolio of existing clients, properties, and active service files.

You will keep clients informed, monitor rent and account activity, coordinate property services, resolve problems, renew agreements, and protect client relationships.

This role requires strong service ownership and sales ability. You must be comfortable handling objections, explaining value, discussing pricing, preventing cancellations, and identifying opportunities to expand client relationships.

Direct property-management experience is preferred but not required. Candidates with strong experience in account management, portfolio management, client success, relationship management, sales, or service operations are encouraged to apply.

What You ll Own

• Act as the primary contact for an assigned portfolio of property owners and tenants.
• Manage multiple client accounts, properties, and active service files.
• Complete client onboarding and collect required property, owner, and tenant documents.
• Provide proactive updates about completed work, outstanding issues, and next steps.
• Monitor rent collection and follow up on overdue balances.
• Review monthly property activity before owner payouts, including rent received, fees, expenses, invoices, reserves, and holdbacks.
• Investigate account discrepancies and coordinate corrections with the accounting team.
• Coordinate maintenance requests with internal teams and external service providers.
• Handle owner and tenant complaints, urgent issues, and service escalations.
• Identify dissatisfied or at-risk clients and take action to prevent avoidable cancellations.
• Manage agreement renewals and discuss pricing or service concerns within company guidelines.
• Handle objections, reinforce the value of the company s services, and identify appropriate opportunities to expand client relationships.
• Monitor tenant notices, vacancies, turnovers, and re-leasing activity.
• Maintain accurate CRM notes, documents, tasks, deadlines, and follow-ups.
• Identify stalled files and raise financial, legal, or service risks when necessary.
• Use technology and AI tools to improve documentation, communication, reporting, and efficiency.

What You ll Need

• Three or more years of experience in account management, portfolio management, property management, client success, relationship management, sales, or service operations.
• Experience managing multiple clients, accounts, properties, claims, cases, or active files simultaneously.
• Experience with client retention, renewals, objection handling, negotiation, account growth, or consultative sales.
• Experience monitoring rent, invoices, recurring payments, accounts receivable, or overdue balances.
• Confidence reviewing account activity, statements, expenses, and supporting documents.
• Strong client communication and experience handling complaints or escalations.
• Excellent organization, documentation, and follow-through.
• Experience using a CRM, ticketing system, property-management platform, or workflow-management system.
• Ability to coordinate work across internal departments and external providers.
• Strong judgment when managing deadlines, financial concerns, sensitive information, and client expectations.
• Excellent written and spoken English.
• Availability to work full-time during Eastern Time business hours.
• Reliable internet, backup connectivity or power, a suitable computer, and a professional environment for calls.

Experience in property management, leasing, real estate operations, housing, facilities, insurance, financial services, SaaS, telecommunications, managed services, or another recurring-service industry will be considered.

What Success Looks Like

Success means maintaining an organized portfolio, communicating proactively, collecting rent promptly, reviewing property accounts accurately, resolving service issues, securing renewals, protecting client relationships, and supporting portfolio growth.

Who Will Succeed

The right person takes ownership instead of waiting to be reminded. You are comfortable handling difficult conversations, challenging unclear explanations, negotiating professionally, and coordinating several parties until a problem is fully resolved.

You are client-focused and commercially aware. You know how to protect a relationship without making promises, offering discounts, or bypassing procedures simply to satisfy a client.