{"id":52325,"date":"2026-04-20T15:41:49","date_gmt":"2026-04-20T15:41:49","guid":{"rendered":"https:\/\/digitionary.com\/glossary\/client-portfolio-2\/"},"modified":"2026-04-20T17:18:59","modified_gmt":"2026-04-20T17:18:59","slug":"client-portfolio-2","status":"publish","type":"glossary","link":"https:\/\/digitionary.com\/en\/glossary\/client-portfolio-2\/","title":{"rendered":"Client portfolio"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A client portfolio represents all the clients for whom a salesperson is responsible. This concept is frequently used in the banking sector to refer to the clients managed by a client advisor. The portfolio holder&#8217;s primary objective is to retain, enhance, and grow their client base. The expression &#8220;client portfolio&#8221; is relevant because it embodies the value of clients within a management approach. More broadly, the term can also encompass all the clients of a company or agency.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A client portfolio represents all the clients for whom a salesperson is responsible. This concept is frequently used in the banking sector to refer to the clients managed by a client advisor. The portfolio holder&#8217;s primary objective is to retain, enhance, and grow their client base. The expression &#8220;client portfolio&#8221; is relevant because it embodies [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"template":"","meta":{"wds_primary_glossary-categories":0,"footnotes":""},"glossary-categories":[82],"glossary-tags":[],"class_list":["post-52325","glossary","type-glossary","status-publish","hentry","glossary-categories-crm-customer-relationship"],"_links":{"self":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/glossary\/52325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/types\/glossary"}],"author":[{"embeddable":true,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":0,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/glossary\/52325\/revisions"}],"wp:attachment":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/media?parent=52325"}],"wp:term":[{"taxonomy":"glossary-categories","embeddable":true,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/glossary-categories?post=52325"},{"taxonomy":"glossary-tags","embeddable":true,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/glossary-tags?post=52325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}