About the opportunity
Job Overview
Relationship Manager will be responsible for building , maintaining and Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions
- Develop and maintain relationships with high net worth clients to ensure their portfolio management needs are met.
- Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals.
- Monitor and review client portfolios to ensure they are performing in line with expectations.
- Analyze market trends and make recommendations to clients on portfolio adjustments.
- Develop and implement strategies to maximize returns on client investments.
- Research and identify new investment opportunities for clients.
- Prepare and present portfolio performance reports to clients.
- Keep up to date with changes in the financial markets and regulations.
- Liaise with other departments within the bank to ensure client needs are met.
- Provide training and support to junior staff members.
- Attend client meetings and events to build relationships and promote the bank’s services.
Looking for Candidates from Banks or other wealth Management industries having good sales experience of CASA , Liability / TPP Products ,Bancassurance , Portfolio Management , Wealth Management , Handling NRI customers.