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Financial Portfolio Growth Manager

3 weeks ago

Townsville, Queensland, Australia beBeeCustomer Full time $103,333 - $165,833
Job Overview

This role encompasses a comprehensive suite of responsibilities centered around customer acquisition, retention, and growth. The ideal candidate will be an exceptional leader with the ability to foster lasting relationships.

The key objectives include:

  • Portfolio management: Develop and manage a portfolio of Banking and Financial Services (BFS) customers and Referral partners within our broker network.
  • New business development: Identify opportunities for growth and establish networks of internal and external contacts to drive revenue targets.
  • Risk assessment: Evaluate economic value and risk potential associated with new business ventures.
  • Performance enhancement: Maintain and improve the credit risk profile and profitability of the portfolio.
  • Sales and marketing initiatives: Implement competitive sales campaigns to promote tailored Bank products and services.
  • Professional development: Foster excellence through individual and team performance management.