Executive Portfolio Manager

Habib Bank Limited (HBL)

Multiple Cities, Pakistan

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Posted Apr 30, 2024 5392 views Report Job

Business Growth

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.

Skills

Sales Management Microsoft Applications Experience Leadership Development Communication Skills Business Excellence Exceeding Targets

Job Details

Industry:

Banking/Financial Services

Functional Area:

Client Services & Customer Support

Total Positions:

10 Posts

Job Shift:

First Shift (Day)

Job Type:

Full Time/Permanent

Job Location:

Islamabad, Faisalabad, Gujranwala, Hyderabad, Karachi, Lahore, Mardan, Multan, Peshawar, Quetta, Sargodha, Sialkot, Sukkur, Bahawalpur, Gujrat, Jhelum, Mirpur (AJK), Muzaffarabad, Sahiwal, Pakistan

Gender:

No Preference

Minimum Education:

Bachelors

Degree Title:

Business Administration

Career Level:

Experienced Professional

Minimum Experience:

3 Years

Apply Before:

Jul 31, 2024

Posting Date:

Apr 30, 2024

Banking/Financial Services · More than 5000 employees - Bahawalpur, Faisalabad, Gujranwala, Gujrat, Hyderabad, Islamabad, Jhelum, Karachi, Lahore, Mardan, Mirpur (AJK), Multan, Muzaffarabad, Peshawar, Quetta, Sahiwal, Sargodha, Sialkot, Sukkur

HBL believes in serving the nation and building the country strong. We are always at the forefront to support noble causes and promote the social & cultural activities in the country. The Public Relation Division of HBL sponsors various social, cultural and sports events to generate healthy activities in the society. It also organizes religious programs to uphold the religious tradition of our people. The Division represents the bank at important forums to exchange views on national & international issues with various organizations to boost the intellectual activities.