Job Overview
Acquire new Non-Residency (NTB - New-To-Bank) accounts, deepen existing client portfolios, and cross-sell banking, liability, and third-party investment products while ensuring strict regulatory compliance.
1) Manage and grow relationships with NRI (Non-Resident Indian) clients.
2) Analyze client portfolios and recommend appropriate investment strategies.
3) Monitor market trends and provide timely advice to clients.
4) Prepare and present portfolio performance reports to clients.
5) Research and identify new investment opportunities.
6) Develop and implement customised investment strategies for clients.
7) Negotiate and execute transactions on behalf of clients.
8) Manage client portfolios and ensure optimal performance.
9) Stay up-to-date on industry trends and regulations Ideal Candidate - Looking for candidate with 4 Years of portfolio management experience as NR RM in Banking .