Job Overview
Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions
1) Develop and maintain relationships with high net worth clients to ensure their portfolio management needs are met.
2) Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals.
3) Monitor and review client portfolios to ensure they are performing in line with expectations.
4) Analyze market trends and make recommendations to clients on portfolio adjustments.
5) Develop and implement strategies to maximize returns on client investments. Research and identify new investment opportunities for clients.
6) 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.
7) Provide training and support to junior staff members. Attend client meetings and events to build relationships and promote the bank’s service.
Candidates from Bangalore having good experience in handling HNI / Corporate clients , selling multiple products from Banks, Securities, Insurance other BFSI can be considered.