Prestige Portfolio Manager

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.

Minimum qualifications:

Minimum experience: