Portfolio Manager - Mortgage

Managing existing relationships profitably

Maintaining quality of existing assets

Earning fee based income through cross selling of other products of the bank.

Generating New Clients thru References from existing clients and thus increasing the Portfolio Width

To maintain & follow up Accounts plan for each of the existing relationship.

To ensure strict call discipline in respect of existing clients.

To ensure quick resolution of customer issues.

Share Early Warning Signals picked up during client visits with the Immediate Supervisor for quick damage control