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Location

Ahmedabad | India

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Job description

- As a Relationship Manager, you will be entrusted with managing and growing a portfolio of High Net Worth clients.

- Your primary focus will be on understanding their financial needs, providing personalized banking solutions, and effectively promoting and selling premium-banking products.

Position : Portfolio Relationship Manager

Department : Branch Banking

Pay Roll : On Roll - Permanent

CTC/Budget : 5.00 LPA to 12.00 LPA + Attractive Incentive + Other Benefits

Qualification : Any Graduation or Post Graduation

Job Roles and Responsibilities :

- Manage and grow a portfolio of High Net Worth clients within the branch.

- Develop a deep understanding of clients' financial goals and needs.

- Provide customized banking solutions to meet the unique requirements of HNI clients.

- Ensure a high level of client satisfaction through excellent service delivery.

- Promote and sell premium banking products to clients within the portfolio.

- Maximize revenue through effective cross-selling initiatives.

- Cultivate strong and long-lasting relationships with HNI clients.

- Monitor portfolio performance metrics and meet assigned targets.

Candidates Requirements :

- Proven Work Experience of 3 to 8 Years of Core Retail Liability Banking Sales Department/ Investment or Broking domain

- Proven 1 to 4 Years' experience in portfolio management and HNI client servicing.

- Strong Knowledge of premium banking products and services.

- Excellent interpersonal and communication skills.

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Salary