Tekpillar Services Pvt Ltd
Location
Ahmedabad | India
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.Job tags
Salary