Portfolio Development Specialist
3 days ago
Company Overview:
We are Nityo Infotech, a leading provider of innovative banking solutions. Our team of experts is dedicated to delivering exceptional results and building long-lasting relationships with our clients.
Job Description:
As a Portfolio Development Specialist, you will be responsible for overseeing a portfolio of assigned customers, developing new business from existing clients, and actively seeking new sales opportunities. You will serve as the lead point of contact for all customer account management matters and build strong, long-lasting client relationships through effective communication and stakeholder management.
Responsibilities:
• Negotiate contracts and close agreements to maximize profits and deliver AUM and income growth
• Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
• Ensure timely and successful delivery of our solutions according to customer needs and objectives
• Communicate progress to internal and external stakeholders while identifying areas of improvement to meet profitability quotas
Requirements:
• 3+ years of relevant experience in trust banking and account management
• Strong stakeholder management skills with the ability to match client business requirements with Bank's products and services
• Effective communication, presentation, and negotiation skills
• Ability to work in a fast-paced competitive environment
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