Key Account Portfolio Manager - Financial Service

Purpose

The Key Account Portfolio Manager is responsible for managing and nurturing relationships with the company's most significant clients. This role involves strategic planning, account management, and collaborating with cross-functional teams to ensure client satisfaction and business growth

Role Description

• Account Management: Develop and maintain strong, long-lasting relationships with key clients. Serve as the primary point of contact for clients and address their needs and concerns promptly.
• Strategic Planning: Develop and implement strategies to grow key accounts and increase market share. Analyse client requirements and align them with company offerings.
• Client Engagement: Conduct regular meetings and reviews with clients to ensure satisfaction and identify opportunities for upselling and cross-selling.
• Performance Tracking: Monitor and report on account performance metrics, providing insights and recommendations for improvement.
• Collaboration: Work closely with internal teams (sales, marketing, product development, and customer service) to ensure alignment and support for client initiatives.
• Contract Management: Oversee contract negotiations and renewals to ensure favourable terms for both the client and the company.
• Market Research: Stay informed about market trends, competitive landscape, and industry developments to provide clients with relevant insights and suggestions.
• Problem Solving: Identify and resolve issues that may impact client satisfaction or account performance. Act promptly to mitigate risks.
• Budget Management: Manage the budget for key accounts, ensuring that resources are allocated effectively to meet client needs.

Qualifications & Experience

• Bachelor’s degree in business administration, Marketing, or a related field.
• Proven experience in account management, sales, or business development, preferably with key or strategic accounts.
• Strong interpersonal and communication skills.
• Excellent negotiation and presentation abilities.
• Analytical mindset, with the ability to interpret data and make informed decisions.
• Strong understanding of customer relationship management (CRM) tools and practices.
• Ability to work collaboratively in a cross-functional team environment.