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Associate Portfolio Manager at Convera | Singapore

ConveraSingapore
On-site Full-time

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Experience Level

Experience

Qualifications

To excel in this role, candidates should possess strong communication and interpersonal skills, a proactive mindset, and a passion for client engagement. Experience in the fintech industry or sales is highly advantageous.

About the job

Join Convera, a pioneering fintech company, on an exhilarating transformation journey to become a highly agile and scalable B2B platform. This is a unique opportunity to contribute to meaningful business change while advancing your career in the fintech sector. Our vibrant team consists of growth-oriented and results-driven individuals who thrive in an innovative environment.

If you’re ready to elevate your career in a company with ambitious goals, dynamic momentum, and a diverse team that fuels our success—this is the perfect place for you.

The Associate Portfolio Manager (Inside Sales Associate) will engage with a diverse portfolio of Convera’s corporate SME clients to enhance revenue, retention, and growth. Key responsibilities include:

  • Meeting revenue targets within the existing portfolio through client retention, wallet share growth, and proactive sales efforts.
  • Executing outbound engagement initiatives leveraging data to identify customer opportunities.
  • Onboarding and nurturing new clients to our platforms.
  • Promoting a self-service model to clients, utilizing our platform’s capabilities to improve efficiency and engagement.

Key Responsibilities:

Portfolio Management:

  • Manage a portfolio of clients and conduct regular account reviews for key customers.
  • Utilize data and analytics reports to identify cross-sell and upsell opportunities within the portfolio.
  • Collaborate with the marketing team to develop and implement retention and growth campaigns.
  • Encourage the adoption of self-service on our platform to improve client efficiency.
  • Maintain detailed records of all client interactions in the CRM system.
  • Assist middle office teams with customer queries as needed.

New Business Acquisition:

  • Utilize marketing-provided leads to acquire additional customers.
  • Engage prospective clients (warm leads) through phone, email, and other communication channels to promote products and services.
  • Deliver product demonstrations and articulate features and benefits effectively.

About Convera

At Convera, we are committed to driving innovation in the financial technology landscape. Our mission is to build a flexible and scalable B2B platform that meets the evolving needs of our clients. Join us as we reshape the future of fintech!

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