The Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth. This role involves Achieving revenue targets in existing portfolio through retention, share of wallet growth and sales Execute outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customer Onboard and nurture new clients onto our platforms Promote a self-service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagement Key Responsibilities: Portfolio Management : Support managing a portfolio of clients to ensure retention, increased wallet share and customer satisfaction Utilize centrally generated Data and Analytics reports to target potential for cross/upsell within the portfolio Conduct regular account reviews for key customers per account engagement framework Work with the marketing team to develop and launch retention, win back and grow campaigns in portfolio Implement regional business plans as devised by team leader Promote a self-service model with the portfolio on our platform to enhance efficiency Maintain detailed records of all interactions in the CRM system. Support middle office teams with customers queries as appropriate, New business acquisition: Utilize leads provided by marketing and SDR teams to acquire additional customers for the business Reach out to prospective clients via phone, email, and other communication channels to promote products and services Deliver product demonstrations and explain features, benefits, and pricing to prospective customers.

Follow up with leads, manage customer inquiries, and maintain detailed records of all interactions in the CRM system. Leverage existing customer referrals to mine for new business Training & Development : Ongoing training & development focusing on key attributes of the role Stay up to date on product offerings, industry trends, and competitors to effectively answer questions and provide solutions Performance Monitoring and Reporting : Keep CRM systems updated per guidance to enable tracking of key performance indicators (KPIs), including call volume, conversion rates and sales quotas. What you will need to succeed: Experience 2 years of progressive B2B sales and account management experience within the Financial Services or other relevant sector Good English and native language fluency are a must Strong communication and interpersonal skills, with the ability to build rapport quickly.

Goal-oriented with a track record of meeting or exceeding sales targets. Ability to work independently and as part of a team. You will be working in a fast-paced environment that would require the ability to manage multiple priorities and needs of stakeholders, as well as the agility to respond to changes and developments Experience with CRM systems (Salesforce, Gong, HighSpot, etc.

) and other sales enablement tools. Tech-savvy with a passion for leveraging digita.