Portfolio Relationship Manager

As a Portfolio Relationship Manager you will be entrusted with managing and growing a portfolio of High Net Worth clients.

Your primary focus will be on understanding their financial needs providing personalized banking solutions and effectively promoting and selling premium banking products.

Position: Portfolio Relationship Manager

Department: Branch Banking

Pay Roll: On Roll Permanent

CTC/Budget: 5.00 LPA to 12.00 LPA Attractive Incentive Other Benefits

Qualification: Any Graduation or Post Graduation

Job Roles and Responsibilities:

• Manage and grow a portfolio of High Net Worth clients within the branch.
• Develop a deep understanding of clients financial goals and needs.
• Provide customized banking solutions to meet the unique requirements of HNI clients.
• Ensure a high level of client satisfaction through excellent service delivery.
• Promote and sell premium banking products to clients within the portfolio.
• Maximize revenue through effective crossselling initiatives.
• Cultivate strong and longlasting relationships with HNI clients.
• Monitor portfolio performance metrics and meet assigned targets.

Candidates Requirements:

• Proven Work Experience of 3 to 8 Years of Core Retail Liability Banking Sales Department/ Investment or Broking domain
• Proven 1 to 4 Years experience in portfolio management and HNI client servicing.
• Strong Knowledge of premium banking products and services.
• Excellent interpersonal and communication skills.

For more information Kindly Contact Us:

Jaydip P HR Team

Phone/WhatsApp:

Portfolio Management,Banking,Sales,Cross Selling,Marketing,HNI Client Handling,HNI,Wealth Management,Cold Calling,Client Relationship,Business Development