Portfolio Relationship Manager
Location
Ahmedabad | India
Job description
We are looking for a highly motivated Portfolio Relationship Manager in the Branch Banking Department for Indias Leading Bank where RM need to manage a portfolio of HNI Clients and provide a banking products solution.
Job Roles and Responsibilities:
- Build strong relationships with HNI clients understanding their financial goals.
- Be the goto person for client inquiries and concerns.
- Analyse clients financial situations and create personalized investment strategies.
- Monitor and manage portfolio performance making adjustments as needed.
- Provide expert financial advice on wealth management investments and risk management.
- Stay updated on market trends and investment products.
- Identify opportunities to offer additional banking and investment products.
- Ensure compliance with regulations and internal policies.
Desired Candidates Profile:
- Qualification: Any Graduation or Post Graduation
- Experience: 2 to 8 Years in the Core Retail Liability CASA Banking Sales/ Investment Broking
- Proven 1 to 3 years experience as an HNI Relationship Manager in a reputable financial institution.
- Good knowledge of financial markets and wealth management.
- Analytical mind set for sound financial decisions.
- Clientfocused and resultsoriented.
For more information Kindly Contact Us:
Jaydip P HR Team
Phone/WhatsApp:
Portfolio Management,HNI,Branch Banking,Sales,Bank,Portfolio,Hni Client Handling,Cross Selling,Wealth Management,Marketing,Manager
Job tags
Salary
