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About the Role
Description Key Accountabilities of the role Portfolio Growth and Financial Targets:
- Assist in achieving assigned financial and non-financial objectives.
- Support the management and growth of portfolios focusing on increasing liabilities FX fees and trade transactions while meeting overall financial targets.
- Aid in ensuring portfolio growth compared to the previous year.
- Assist in identifying and seizing cross-selling opportunities to enhance revenue streams.
- Help implement strategies to maximize portfolio growth while minimizing risk supporting regular SWOT analyses.
- Support efforts in cross-selling to increase product share per customer aiding in maximizing revenue from the existing portfolio.
- Assist in targeting high transactional and high-value balance companies for onboarding.
- Support regular visits and calls with clients to maintain rapport and identify new business opportunities...
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