Portfolio Sales Manager (SME Banking, Basic up to $5k)

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore seeks a Portfolio Sales Manager to manage client portfolios and drive sales through effective cross-selling of banking products. The ideal candidate will have 1-2 years of experience in sales and must be comfortable in a telesales environment. Responsibilities include client engagement, portfolio management, and achieving revenue growth. Position requires strategic thinking and familiarity with financial products.

Qualifications

• 1–2 years of relevant experience in a direct sales role.
• Comfortable in a telesales-driven environment.
• Strong understanding of the competitive landscape.

Responsibilities

• Develop and manage assigned client portfolio to achieve sales targets.
• Engage clients to cross-sell bank offerings.
• Conduct periodic reviews to ensure relevance of financial solutions.

Skills

B2B sales

Telesales

Customer needs identification

Job description

Overview

As a Portfolio Sales Manager, you will be responsible for developing and managing your assigned client portfolio to achieve and exceed annual sales targets and key performance indicators. You’ll play a key role in cross-selling a full suite of banking products while participating in strategic sales campaigns throughout the year.

Responsibilities

• The full range of client solutions including cash management, loans, trade finance, investments, insurance, and hedging tools.
• How to recommend and position appropriate products to enhance client engagement with the bank.
• Portfolio management strategies that deepen client relationships through proactive engagement and tailored financial solutions.
• Actively engage portfolio clients to cross-sell bank offerings such as operating accounts, deposits, wealth solutions (e.g. insurance, FX, investments), digital platform (Straight2Bank) activations, and loan products (e.g. Business Instalment Loans, Property Loans).
• Drive participation in ongoing sales campaigns to strengthen client outreach and business acquisition.
• Conduct periodic reviews of existing accounts to ensure relevance of financial solutions.
• Deliver portfolio revenue growth by:
  • Driving Net Interest Income through CASA and quality time deposits.
  • Increasing Net Fee Income via transaction activities.
  • Generating wealth revenue through bancassurance and investment solutions.
• Proactively manage account activities (e.g. AUM tracking, TD maturities) to drive consistent growth in CASA and time deposits.
• Conduct high-quality client engagements focused on cross-selling new products such as Business Instalment Loans, Working Capital Loans, Mortgages, Trade Working Capital, Wealth, Bancassurance, and tailored cash solutions.
• Maintain a professional standard free from customer complaints or regulatory violations.

Requirements

• At least 1–2 years of relevant experience in a direct B2B or B2C sales role.
• Comfortable and effective in a telesales-driven environment.
• Familiarity with customer due diligence procedures, including compliance with FATCA regulations.
• Strong understanding of the competitive landscape to effectively position the bank’s products.
• Proficient in identifying customer needs and applying strategic tools and techniques to generate additional sales opportunities.

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