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

Roles & Responsibilities

[Job ID : 1070945]

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.

Responsiblites :

• 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.

Requirement :

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name : Sandy Ng Mei Qi

EA Personnel Registration Number : R24125475

EA License No. : 07C5771

Tell employers what skills you have

Sales

Hedging

Due Diligence

Investments

Property

Corporate Banking

Wealth

Loans

Trade Finance

B2B

Retail Banking

Portfolio Management

Deposits

Commercial Banking

Cash Management

Banking

Capital

Mortgage Banking

Corporate Banking Solution

SME market