Prestige Portfolio Manager

HBL People; Pakistan; On-site; PKR 2,000,000 - 3,000,000; Full time

Job summary

HBL People in Karachi invites a Senior Relationship Manager to handle ultra-high-net-worth clients within the Priority lounge, managing relationships worth over PKR 5 million current or 7 million in savings. You will mobilize deposits, cross-sell Retail, Wealth, Consumer Finance and Insurance products, and deliver exemplary service to retain and grow the portfolio.

The role requires at least a bachelor's degree (MBA/Masters preferred) and about 5 years of relevant experience.

Qualifications

• Bachelor's preferably MBA/Masters from a recognized University.
• 5 yrs of experience (as stated in the ad)

Responsibilities

• Manage liability portfolio of ultra-high net worth clients within the Priority lounge and grow the relationship.
• Deposit mobilization through existing clients and NTB customers to increase branch business.
• Cross-sell Retail/Consumer, Wealth management, Consumer Finance and Insurance products.
• Provide excellent customer service to retain and grow relationships.
• Visit top-tier Priority customers to build loyalty and long-term relationships.
• Ensure adherence to KYC/AML guidelines and SBP policies.
• Refer HBL solutions to meet customers' needs.

Education

Bachelor's preferably MBA/Masters

Job description

• 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