About the opportunity
Job Overview
As a Relationship Manager for Portfolio Management of a leading bank, you 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 clients to ensure their portfolio management needs are met.
- Provide advice and guidance to clients on portfolio management strategies.
- Monitor and analyze market trends to identify potential opportunities for clients.
- Develop and implement portfolio management strategies tailored to each client’s individual needs.
- Monitor and review client portfolios to ensure they are meeting their goals.
- . Provide regular updates to clients on their portfolio performance.
- . Identify and recommend new products and services to clients.
- Develop and maintain relationships with internal and external stakeholders.
- Ensure compliance with all relevant regulations and policies.
- Provide training and support to clients on portfolio management strategies.
- Analyze and interpret financial data to identify potential risks and opportunities.
- Develop and implement strategies to maximize returns on client investments.
Candidates having good experience in handling HNI / Corporate clients Handling for multiple products from Banks, Securities, Insurance other BFSI , Telecom can be considered. The ideal candidate should have excellent communication and interpersonal skills, be highly organized and have a positive attitude. They should be able to work independently and be a team player with a strong understanding of the banking industry and be able to provide excellent customer service.